BIA
CWT icon

Bell Investment Advisors’s California Water Service CWT Stock Holding History

Bell Investment 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 		$1.8K Buy
37
+15
+68% +$676 ﹤0.01% 1371
2026
Q1 		$998 Sell
22
-1
-4% -$45 ﹤0.01% 1551
2025
Q4 		$997 Sell
23
-11
-32% -$502 ﹤0.01% 1547
2025
Q3 		$1.56K Buy
34
+11
+48% +$506 ﹤0.01% 1417
2025
Q2 		$1.05K Sell
23
-11
-32% -$526 ﹤0.01% 1572
2025
Q1 		$1.65K Buy
34
+11
+48% +$500 ﹤0.01% 1380
2024
Q4 		$1.04K Hold
23
– – ﹤0.01% 1569
2024
Q3 		$1.25K Hold
23
– – ﹤0.01% 1525
2024
Q2 		$1.12K Buy
23
+1
+5% +$49 ﹤0.01% 1578
2024
Q1 		$1.02K Hold
22
– – ﹤0.01% 1597
2023
Q4 		$1.14K Sell
22
-8
-27% -$402 ﹤0.01% 1549
2023
Q3 		$1.42K Sell
30
-9
-23% -$456 ﹤0.01% 1436
2023
Q2 		$2.01K Sell
39
-34
-47% -$1.91K ﹤0.01% 1297
2023
Q1 		$4.25K Sell
73
-17
-19% -$1.01K ﹤0.01% 855
2022
Q4 		$5.46K Buy
90
+26
+41% +$1.56K ﹤0.01% 762
2022
Q3 		$3K Buy
64
+9
+16% +$528 ﹤0.01% 893
2022
Q2 		$3K Buy
+55
New +$2.96K ﹤0.01% 919
2021
Q4 		$4K Buy
62
+40
+182% +$2.57K ﹤0.01% 846
2021
Q3 		$1K Buy
+22
New +$1.35K ﹤0.01% 1336

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

Bell Investment Advisors's CWT Position: Q2 2026 in Review

Bell Investment Advisors increased its California Water Service (CWT) stake by 68% in Q2 2026, buying an estimated $676 and bringing the position to 37 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Bell Investment Advisors first reported a position in CWT in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.46K in Q4 2022. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Bell Investment Advisors held 37 shares of California Water Service worth $1.8K as of Q2 2026.
  • Bell Investment Advisors bought 15 California Water Service shares in Q2 2026, an estimated $676.
  • California Water Service made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1371 holding.
  • Bell Investment Advisors first reported a position in California Water Service in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's California Water Service position peaked at $5.46K in Q4 2022.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.