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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Arax Advisory Partners's CWT Position: Q1 2026 in Review

Arax Advisory Partners reduced its California Water Service (CWT) stake by 38% in Q1 2026, selling an estimated $10.1K and leaving 365 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2195.

Arax Advisory Partners first reported a position in CWT in Q3 2018 and has held it in 13 quarters since. The position peaked at $208K in Q3 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

Arax Advisory Partners held 365 shares of California Water Service worth $16.6K as of Q1 2026.
Arax Advisory Partners sold 226 California Water Service shares in Q1 2026, an estimated $10.1K.
California Water Service made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2195 holding.
Arax Advisory Partners first reported a position in California Water Service in Q3 2018 and has held it in 13 quarters since.
Arax Advisory Partners's California Water Service position peaked at $208K in Q3 2025.
337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.