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SwitchPoint Financial Planning’s Consolidated Water Co CWCO Stock Holding History

SwitchPoint Financial Planning’s Portfolio CWCO Stock Details CWCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$235K Sell
7,109
-1,000
-12% -$35.9K 0.16% 59
2025
Q4 		$286K Buy
+8,109
New +$283K 0.2% 49

Other funds holding CWCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SwitchPoint Financial Planning's CWCO Position: Q1 2026 in Review

SwitchPoint Financial Planning reduced its Consolidated Water Co (CWCO) stake by 12% in Q1 2026, selling an estimated $35.9K and leaving 7,109 shares worth $235K. The position accounts for 0.16% of the portfolio, ranked #59.

SwitchPoint Financial Planning first reported a position in CWCO in Q4 2025 and has held it in 2 quarters since. The position peaked at $286K in Q4 2025. 174 funds tracked by Wall St. Rank hold CWCO as of Q1 2026.

  • SwitchPoint Financial Planning held 7,109 shares of Consolidated Water Co worth $235K as of Q1 2026.
  • SwitchPoint Financial Planning sold 1,000 Consolidated Water Co shares in Q1 2026, an estimated $35.9K.
  • Consolidated Water Co made up 0.16% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #59 holding.
  • SwitchPoint Financial Planning first reported a position in Consolidated Water Co in Q4 2025 and has held it in 2 quarters since.
  • SwitchPoint Financial Planning's Consolidated Water Co position peaked at $286K in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Consolidated Water Co as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.