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ALPS Advisors’s California Water Service CWT Stock Holding History

ALPS 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 		$818K Sell
18,035
-874
-5% -$39.2K ﹤0.01% 612
2025
Q4 		$819K Sell
18,909
-1,264
-6% -$57.6K ﹤0.01% 609
2025
Q3 		$926K Buy
20,173
+571
+3% +$26.3K 0.01% 525
2025
Q2 		$891K Sell
19,602
-138
-0.7% -$6.6K 0.01% 523
2025
Q1 		$957K Buy
19,740
+1,403
+8% +$63.7K 0.01% 475
2024
Q4 		$831K Buy
18,337
+2,668
+17% +$135K 0.01% 530
2024
Q3 		$850K Buy
+15,669
New +$831K 0.01% 542

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

ALPS Advisors's CWT Position: Q1 2026 in Review

ALPS Advisors reduced its California Water Service (CWT) stake by 4.6% in Q1 2026, selling an estimated $39.2K and leaving 18,035 shares worth $818K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

ALPS Advisors first reported a position in CWT in Q3 2024 and has held it in 7 quarters since. The position peaked at $957K in Q1 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • ALPS Advisors held 18,035 shares of California Water Service worth $818K as of Q1 2026.
  • ALPS Advisors sold 874 California Water Service shares in Q1 2026, an estimated $39.2K.
  • California Water Service made up ﹤0.01% of ALPS Advisors's portfolio in Q1 2026, its #612 holding.
  • ALPS Advisors first reported a position in California Water Service in Q3 2024 and has held it in 7 quarters since.
  • ALPS Advisors's California Water Service position peaked at $957K in Q1 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.