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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
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 $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

Atria Investments's CWT Position: Q1 2026 in Review

Atria Investments increased its California Water Service (CWT) stake by 8.1% in Q1 2026, buying an estimated $44K and bringing the position to 13,079 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #1354.

Atria Investments first reported a position in CWT in Q2 2025 and has held it in 4 quarters since. The position peaked at $608K in Q3 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Atria Investments held 13,079 shares of California Water Service worth $593K as of Q1 2026.
  • Atria Investments bought 981 California Water Service shares in Q1 2026, an estimated $44K.
  • California Water Service made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1354 holding.
  • Atria Investments first reported a position in California Water Service in Q2 2025 and has held it in 4 quarters since.
  • Atria Investments's California Water Service position peaked at $608K in Q3 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.