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SJW shares owned by Abacus Wealth Partners

Quarter-by-quarter ownership of SJW (HTO) shares owned by Abacus Wealth Partners from 13F filings

Historical chart of Abacus Wealth Partners investment in SJW

Tip: Access up to 7 years of quarterly data

All positions including SJW held by Abacus Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SJW by Abacus Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $810k 14k 58.67
2025-12-31 $521k 11k 48.99

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DFA Dimensional Glbl Sustainability Fx Inc ETF Etf (DFSB)
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Dimensional U S Targeted Value ETF Etf (DFAT)
Figure Technology Soluti Class A Common Stock (FIGR)
Nuveen ESG Small-Cap ETF Etf (NUSC)
Adasina Social Justice All Cap Global ETF Etf (JSTC)
Dimensional US Sustainability Core 1 ETF Etf (DFSU)
Nuveen ESG Mid-Cap Value ETF Etf (NUMV)
Dimensional Intl Sustainability Core 1 ETF Etf (DFSI)
Nuveen ESG Emerging Markets Equity ETF Etf (NUEM)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
Dimensional Emg Mkts Sustainability Core 1 ETF Etf (DFSE)
Microsoft Corp Common Stock (MSFT)
Dimensional Intern Small Cap VL ETF Etf (DISV)

View all positions for Abacus Wealth Partners

Top funds holding SJW

BlackRock
ATLAS Infrastructure Partners
Vanguard Group
Antipodes Partners
Vanguard Capital Management
State Street Corporation
HPM Partners
Zimmer Partners
Soros Fund Management
Citadel Advisors
Vanguard Portfolio Management
Amundi
Geode Capital Management
Morgan Stanley
Dimensional Fund Advisors

View all funds holding SJW