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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
Q2 		– Sell
-32
Closed -$1.45K – 295
2026
Q1 		$1.45K Buy
+32
New +$1.44K ﹤0.01% 638

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wealth Preservation Advisors sold out of California Water Service (CWT) in Q2 2026, closing a stake of 32 shares — an estimated $1.45K sold.

Wealth Preservation Advisors first reported a position in CWT in Q1 2026 and held it in 1 quarter. The position peaked at $1.45K in Q1 2026. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining California Water Service position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 32 California Water Service shares in Q2 2026, an estimated $1.45K.
  • Wealth Preservation Advisors first reported a position in California Water Service in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's California Water Service position peaked at $1.45K in Q1 2026.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

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