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Vermillion Wealth Management’s California Water Service CWT Stock Holding History

Vermillion 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 		– Sell
-5
Closed -$227 – 1764
2026
Q1 		$227 Buy
+5
New +$224 ﹤0.01% 1280

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

Vermillion Wealth Management's CWT Position: Q2 2026 in Review

Vermillion Wealth Management sold out of California Water Service (CWT) in Q2 2026, closing a stake of 5 shares — an estimated $227 sold.

Vermillion Wealth Management first reported a position in CWT in Q1 2026 and held it in 1 quarter. The position peaked at $227 in Q1 2026. 37 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Vermillion Wealth Management reported no remaining California Water Service position as of Q2 2026 after selling out during the quarter.
  • Vermillion Wealth Management sold 5 California Water Service shares in Q2 2026, an estimated $227.
  • Vermillion Wealth Management first reported a position in California Water Service in Q1 2026 and held it in 1 quarter.
  • Vermillion Wealth Management's California Water Service position peaked at $227 in Q1 2026.
  • 37 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

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