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Boreal Capital Management’s California Water Service CWT Stock Holding History

Boreal Capital Management’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 		$1.54K Hold
34
– – ﹤0.01% 451
2025
Q4 		$1.47K Hold
34
– – ﹤0.01% 470
2025
Q3 		$1.56K Hold
34
– – ﹤0.01% 480
2025
Q2 		$1.55K Buy
+34
New +$1.63K ﹤0.01% 444

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

Boreal Capital Management's CWT Position: Q1 2026 in Review

Boreal Capital Management held its California Water Service (CWT) position steady in Q1 2026 at 34 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Boreal Capital Management first reported a position in CWT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.56K in Q3 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Boreal Capital Management held 34 shares of California Water Service worth $1.54K as of Q1 2026.
  • Boreal Capital Management left its California Water Service share count unchanged in Q1 2026.
  • California Water Service made up ﹤0.01% of Boreal Capital Management's portfolio in Q1 2026, its #451 holding.
  • Boreal Capital Management first reported a position in California Water Service in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's California Water Service position peaked at $1.56K in Q3 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.