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Blue Trust Inc’s California Water Service CWT Stock Holding History

Blue Trust Inc’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 		$725 Hold
16
– – ﹤0.01% 2300
2025
Q4 		$693 Sell
16
-6
-27% -$274 ﹤0.01% 2342
2025
Q3 		$1.01K Hold
22
– – ﹤0.01% 2319
2025
Q2 		$1K Sell
22
-217
-91% -$10.4K ﹤0.01% 2251
2025
Q1 		$11.6K Buy
239
+16
+7% +$727 ﹤0.01% 1834
2024
Q4 		$10.1K Sell
223
-282
-56% -$14.2K ﹤0.01% 1851
2024
Q3 		$24.5K Buy
505
+363
+256% +$19.2K ﹤0.01% 1865
2024
Q2 		$6.6K Buy
142
+96
+209% +$4.66K ﹤0.01% 2093
2024
Q1 		$2.14K Sell
46
-20
-30% -$938 ﹤0.01% 1813
2023
Q4 		$3K Sell
66
-154
-70% -$7.75K ﹤0.01% 1995
2023
Q3 		$11K Hold
220
– – ﹤0.01% 1371
2023
Q2 		$13K Sell
220
-16
-7% -$898 ﹤0.01% 1210
2023
Q1 		$14K Hold
236
– – ﹤0.01% 1498
2022
Q4 		$13K Buy
236
+110
+87% +$6.61K ﹤0.01% 1439
2022
Q3 		$7K Hold
126
– – ﹤0.01% 1457
2022
Q2 		$8K Buy
+126
New +$6.79K ﹤0.01% 1268

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

Blue Trust Inc's CWT Position: Q1 2026 in Review

Blue Trust Inc held its California Water Service (CWT) position steady in Q1 2026 at 16 shares worth $725. The position accounts for ﹤0.01% of the portfolio, ranked #2300.

Blue Trust Inc first reported a position in CWT in Q2 2022 and has held it in 16 quarters since. The position peaked at $24.5K in Q3 2024. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Blue Trust Inc held 16 shares of California Water Service worth $725 as of Q1 2026.
  • Blue Trust Inc left its California Water Service share count unchanged in Q1 2026.
  • California Water Service made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #2300 holding.
  • Blue Trust Inc first reported a position in California Water Service in Q2 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's California Water Service position peaked at $24.5K in Q3 2024.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.