Arax Advisory Partners’s California Water Service CWT Stock Holding History

Arax Advisory Partners’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	$437K	Buy	8,975 +8,610	+2,359%	+$388K	﹤0.01%	1718
2026 Q1	$16.6K	Sell	365 -226	-38%	-$10.1K	﹤0.01%	2195
2025 Q4	$25.6K	Sell	591 -3,938	-87%	-$180K	﹤0.01%	1977
2025 Q3	$208K	Buy	4,529 +4,444	+5,228%	+$205K	﹤0.01%	1250
2025 Q2	$3.87K	Hold	85	–	–	﹤0.01%	2337
2025 Q1	$4.12K	Buy	85 +14	+20%	+$636	﹤0.01%	1837
2024 Q4	$3.22K	Sell	71 -183	-72%	-$9.24K	﹤0.01%	1888
2024 Q3	$13.8K	Sell	254 -32	-11%	-$1.7K	﹤0.01%	1258
2024 Q2	$13.9K	Buy	+286	New	+$13.9K	﹤0.01%	1110
2020 Q1	–	Sell	-199	Closed	-$10K	–	684
2019 Q4	$10K	Buy	199 +1	+0.5%	+$52	﹤0.01%	463
2019 Q3	$10K	Buy	198 +1	+0.5%	+$54	﹤0.01%	458
2019 Q2	$10K	Buy	+197	New	+$9.9K	﹤0.01%	467
2018 Q4	$9K	Buy	196 +1	+0.5%	+$44	﹤0.01%	442
2018 Q3	$8K	Buy	+195	New	+$8.01K	﹤0.01%	484

Other funds holding CWT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arax Advisory Partners's CWT Position: Q2 2026 in Review

Arax Advisory Partners increased its California Water Service (CWT) stake by 2,359% in Q2 2026, buying an estimated $388K and bringing the position to 8,975 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

Arax Advisory Partners first reported a position in CWT in Q3 2018 and has held it in 14 quarters since. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

Arax Advisory Partners held 8,975 shares of California Water Service worth $437K as of Q2 2026.
Arax Advisory Partners bought 8,610 California Water Service shares in Q2 2026, an estimated $388K.
California Water Service made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1718 holding.
Arax Advisory Partners first reported a position in California Water Service in Q3 2018 and has held it in 14 quarters since.
346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.