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Wealth Preservation Advisors’s Consolidated Water Co CWCO Stock Holding History

Wealth Preservation Advisors’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
-16
Closed -$530 – 293
2026
Q1 		$530 Buy
+16
New +$574 ﹤0.01% 775

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

Wealth Preservation Advisors's CWCO Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Consolidated Water Co (CWCO) in Q2 2026, closing a stake of 16 shares — an estimated $530 sold.

Wealth Preservation Advisors first reported a position in CWCO in Q1 2026 and held it in 1 quarter. The position peaked at $530 in Q1 2026. 166 funds tracked by Wall St. Rank hold CWCO as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Consolidated Water Co position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 16 Consolidated Water Co shares in Q2 2026, an estimated $530.
  • Wealth Preservation Advisors first reported a position in Consolidated Water Co in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Consolidated Water Co position peaked at $530 in Q1 2026.
  • 166 funds tracked by Wall St. Rank held Consolidated Water Co as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.