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Westfuller Advisors’s California Water Service CWT Stock Holding History

Westfuller 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 		$11.2K Sell
231
-37
-14% -$1.67K ﹤0.01% 469
2026
Q1 		$12.2K Buy
268
+2
+0.8% +$90 0.01% 419
2025
Q4 		$11.5K Buy
266
+1
+0.4% +$46 ﹤0.01% 444
2025
Q3 		$12.1K Buy
+265
New +$12.2K 0.01% 433

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

Westfuller Advisors's CWT Position: Q2 2026 in Review

Westfuller Advisors reduced its California Water Service (CWT) stake by 14% in Q2 2026, selling an estimated $1.67K and leaving 231 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Westfuller Advisors first reported a position in CWT in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.2K in Q1 2026. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Westfuller Advisors held 231 shares of California Water Service worth $11.2K as of Q2 2026.
  • Westfuller Advisors sold 37 California Water Service shares in Q2 2026, an estimated $1.67K.
  • California Water Service made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #469 holding.
  • Westfuller Advisors first reported a position in California Water Service in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's California Water Service position peaked at $12.2K in Q1 2026.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.