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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
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 $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

Bell Investment Advisors's CWT Position: Q1 2026 in Review

Bell Investment Advisors reduced its California Water Service (CWT) stake by 4.3% in Q1 2026, selling an estimated $45 and leaving 22 shares worth $998. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

Bell Investment Advisors first reported a position in CWT in Q3 2021 and has held it in 18 quarters since. The position peaked at $5.46K in Q4 2022. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Bell Investment Advisors held 22 shares of California Water Service worth $998 as of Q1 2026.
  • Bell Investment Advisors sold 1 California Water Service share in Q1 2026, an estimated $45.
  • California Water Service made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1551 holding.
  • Bell Investment Advisors first reported a position in California Water Service in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's California Water Service position peaked at $5.46K in Q4 2022.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.