TRUE Private Wealth Advisors’s California Water Service CWT Stock Holding History

TRUE Private Wealth Advisors’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	$302K	Buy	6,208 +8	+0.1%	+$361	0.03%	223
2026 Q1	$281K	Hold	6,200	–	–	0.03%	223
2025 Q4	$269K	Sell	6,200 -1,000	-14%	-$45.6K	0.03%	220
2025 Q3	$330K	Hold	7,200	–	–	0.03%	198
2025 Q2	$327K	Hold	7,200	–	–	0.04%	198
2025 Q1	$349K	Hold	7,200	–	–	0.04%	168
2024 Q4	$326K	Hold	7,200	–	–	0.04%	173
2024 Q3	$390K	Hold	7,200	–	–	0.05%	142
2024 Q2	$349K	Hold	7,200	–	–	0.04%	203
2024 Q1	$335K	Hold	7,200	–	–	0.04%	216
2023 Q4	$373K	Hold	7,200	–	–	0.05%	195
2023 Q3	$341K	Hold	7,200	–	–	0.05%	178
2023 Q2	$372K	Hold	7,200	–	–	0.05%	154
2023 Q1	$419K	Hold	7,200	–	–	0.06%	138
2022 Q4	$437K	Hold	7,200	–	–	0.07%	125
2022 Q3	$379K	Hold	7,200	–	–	0.06%	128
2022 Q2	$399K	Hold	7,200	–	–	0.06%	135
2022 Q1	$373K	Hold	7,200	–	–	0.05%	153
2021 Q4	$517K	Hold	7,200	–	–	0.07%	146
2021 Q3	$424K	Hold	7,200	–	–	0.06%	157
2021 Q2	$399K	Hold	7,200	–	–	0.06%	153
2021 Q1	$406K	Hold	7,200	–	–	0.07%	149
2020 Q4	$389K	Hold	7,200	–	–	0.07%	140
2020 Q3	$312K	Hold	7,200	–	–	0.05%	151
2020 Q2	$343K	Hold	7,200	–	–	0.06%	136
2020 Q1	$362K	Hold	7,200	–	–	0.08%	117
2019 Q4	$371K	Hold	7,200	–	–	0.06%	154
2019 Q3	$381K	Hold	7,200	–	–	0.07%	139
2019 Q2	$364K	Hold	7,200	–	–	0.06%	140
2019 Q1	$390K	Hold	7,200	–	–	0.07%	129
2018 Q4	$343K	Hold	7,200	–	–	0.06%	171
2018 Q3	$309K	Hold	7,200	–	–	0.04%	215
2018 Q2	$280K	Buy	+7,200	New	+$282K	0.04%	216

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

TRUE Private Wealth Advisors's CWT Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its California Water Service (CWT) stake by 0.13% in Q2 2026, buying an estimated $361 and bringing the position to 6,208 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #223.

TRUE Private Wealth Advisors first reported a position in CWT in Q2 2018 and has held it in 33 quarters since. The position peaked at $517K in Q4 2021. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

TRUE Private Wealth Advisors held 6,208 shares of California Water Service worth $302K as of Q2 2026.
TRUE Private Wealth Advisors bought 8 California Water Service shares in Q2 2026, an estimated $361.
California Water Service made up 0.03% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #223 holding.
TRUE Private Wealth Advisors first reported a position in California Water Service in Q2 2018 and has held it in 33 quarters since.
TRUE Private Wealth Advisors's California Water Service position peaked at $517K in Q4 2021.
345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.