Tower View Wealth Management’s California Water Service CWT Stock Holding History

Tower View Wealth Management’s Portfolio CWT Stock Details CWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.2K	Buy	539 +4	+0.7%	+$180	0.01%	120
2026 Q1	$24.2K	Buy	535 +4	+0.8%	+$179	0.01%	117
2025 Q4	$23K	Buy	+531	New	+$24.2K	0.01%	106
2025 Q3	–	Sell	-527	Closed	-$24K	–	182
2025 Q2	$24K	Buy	527 +3	+0.6%	+$144	0.01%	114
2025 Q1	$25.4K	Buy	524 +3	+0.6%	+$136	0.01%	95
2024 Q4	$23.6K	Buy	521 +3	+0.6%	+$151	0.01%	102
2024 Q3	$28.1K	Hold	518	–	–	0.02%	97
2024 Q2	$25.1K	Hold	518	–	–	0.01%	99
2024 Q1	$24.1K	Hold	518	–	–	0.01%	102
2023 Q4	$27K	Hold	518	–	–	0.02%	95
2023 Q3	$24K	Buy	518 +3	+0.6%	+$152	0.02%	93
2023 Q2	$27K	Buy	+515	New	+$28.9K	0.02%	92

Other funds holding CWT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tower View Wealth Management's CWT Position: Q2 2026 in Review

Tower View Wealth Management increased its California Water Service (CWT) stake by 0.75% in Q2 2026, buying an estimated $180 and bringing the position to 539 shares worth $26.2K. The position accounts for 0.01% of the portfolio, ranked #120.

Tower View Wealth Management first reported a position in CWT in Q2 2023 and has held it in 12 quarters since. The position peaked at $28.1K in Q3 2024. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

Tower View Wealth Management held 539 shares of California Water Service worth $26.2K as of Q2 2026.
Tower View Wealth Management bought 4 California Water Service shares in Q2 2026, an estimated $180.
California Water Service made up 0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #120 holding.
Tower View Wealth Management first reported a position in California Water Service in Q2 2023 and has held it in 12 quarters since.
Tower View Wealth Management's California Water Service position peaked at $28.1K in Q3 2024.
345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.