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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
Q2 		$905K Buy
18,598
+563
+3% +$25.4K ﹤0.01% 725
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 $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

ALPS Advisors's CWT Position: Q2 2026 in Review

ALPS Advisors increased its California Water Service (CWT) stake by 3.1% in Q2 2026, buying an estimated $25.4K and bringing the position to 18,598 shares worth $905K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

ALPS Advisors first reported a position in CWT in Q3 2024 and has held it in 8 quarters since. The position peaked at $957K in Q1 2025. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • ALPS Advisors held 18,598 shares of California Water Service worth $905K as of Q2 2026.
  • ALPS Advisors bought 563 California Water Service shares in Q2 2026, an estimated $25.4K.
  • California Water Service made up ﹤0.01% of ALPS Advisors's portfolio in Q2 2026, its #725 holding.
  • ALPS Advisors first reported a position in California Water Service in Q3 2024 and has held it in 8 quarters since.
  • ALPS Advisors's California Water Service position peaked at $957K in Q1 2025.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

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