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Wealth Preservation Advisors’s California Water Service CWT Stock Holding History

Wealth Preservation 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
Q1 		$1.45K Buy
+32
New +$1.44K ﹤0.01% 638

Other funds holding CWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wealth Preservation Advisors's CWT Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in California Water Service (CWT) in Q1 2026: 32 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #638 among its holdings.

337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Wealth Preservation Advisors held 32 shares of California Water Service worth $1.45K as of Q1 2026.
  • California Water Service was a new Wealth Preservation Advisors position in Q1 2026.
  • California Water Service made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #638 holding.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.