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Atria Investments’s California Water Service CWT Stock Holding History

Atria Investments’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 		$605K Sell
12,429
-650
-5% -$29.3K 0.01% 1418
2026
Q1 		$593K Buy
13,079
+981
+8% +$44K 0.01% 1354
2025
Q4 		$524K Sell
12,098
-1,153
-9% -$52.6K 0.01% 1413
2025
Q3 		$608K Buy
13,251
+6,676
+102% +$307K 0.01% 1317
2025
Q2 		$299K Buy
+6,575
New +$315K ﹤0.01% 1713

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 $3.38T AUM 44.17% 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

Atria Investments's CWT Position: Q2 2026 in Review

Atria Investments reduced its California Water Service (CWT) stake by 5% in Q2 2026, selling an estimated $29.3K and leaving 12,429 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #1418.

Atria Investments first reported a position in CWT in Q2 2025 and has held it in 5 quarters since. The position peaked at $608K in Q3 2025. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Atria Investments held 12,429 shares of California Water Service worth $605K as of Q2 2026.
  • Atria Investments sold 650 California Water Service shares in Q2 2026, an estimated $29.3K.
  • California Water Service made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1418 holding.
  • Atria Investments first reported a position in California Water Service in Q2 2025 and has held it in 5 quarters since.
  • Atria Investments's California Water Service position peaked at $608K in Q3 2025.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.