True Wealth Design’s California Water Service CWT Stock Holding History

True Wealth Design’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	$14.7K	Buy	302 +162	+116%	+$7.31K	﹤0.01%	935
2026 Q1	$6.35K	Sell	140 -156	-53%	-$7K	﹤0.01%	1121
2025 Q4	$12.8K	Sell	296 -277	-48%	-$12.6K	﹤0.01%	767
2025 Q3	$26.3K	Buy	573 +192	+50%	+$8.84K	0.01%	512
2025 Q2	$17.3K	Buy	381 +197	+107%	+$9.43K	0.01%	416
2025 Q1	$8.92K	Sell	184 -196	-52%	-$8.9K	﹤0.01%	508
2024 Q4	$17.2K	Buy	380 +325	+591%	+$16.4K	0.01%	340
2024 Q3	$2.98K	Buy	+55	New	+$2.92K	﹤0.01%	688

Other funds holding CWT

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

True Wealth Design's CWT Position: Q2 2026 in Review

True Wealth Design increased its California Water Service (CWT) stake by 116% in Q2 2026, buying an estimated $7.31K and bringing the position to 302 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

True Wealth Design first reported a position in CWT in Q3 2024 and has held it in 8 quarters since. The position peaked at $26.3K in Q3 2025. 36 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

True Wealth Design held 302 shares of California Water Service worth $14.7K as of Q2 2026.
True Wealth Design bought 162 California Water Service shares in Q2 2026, an estimated $7.31K.
California Water Service made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #935 holding.
True Wealth Design first reported a position in California Water Service in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's California Water Service position peaked at $26.3K in Q3 2025.
36 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.