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Toth Financial Advisory’s Consolidated Water Co CWCO Stock Holding History

Toth Financial Advisory’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
Q2 		– Sell
-50
Closed -$1.66K – 901
2026
Q1 		$1.66K Hold
50
– – ﹤0.01% 737
2025
Q4 		$1.76K Hold
50
– – ﹤0.01% 726
2025
Q3 		$1.76K Hold
50
– – ﹤0.01% 702
2025
Q2 		$1.5K Buy
+50
New +$1.29K ﹤0.01% 677

Other funds holding CWCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Toth Financial Advisory's CWCO Position: Q2 2026 in Review

Toth Financial Advisory sold out of Consolidated Water Co (CWCO) in Q2 2026, closing a stake of 50 shares — an estimated $1.66K sold.

Toth Financial Advisory first reported a position in CWCO in Q2 2025 and held it in 4 quarters. The position peaked at $1.76K in Q4 2025. 166 funds tracked by Wall St. Rank hold CWCO as of Q2 2026.

  • Toth Financial Advisory reported no remaining Consolidated Water Co position as of Q2 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 50 Consolidated Water Co shares in Q2 2026, an estimated $1.66K.
  • Toth Financial Advisory first reported a position in Consolidated Water Co in Q2 2025 and held it in 4 quarters.
  • Toth Financial Advisory's Consolidated Water Co position peaked at $1.76K in Q4 2025.
  • 166 funds tracked by Wall St. Rank held Consolidated Water Co as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.