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Caldwell Sutter Capital’s California Water Service CWT Stock Holding History

Caldwell Sutter Capital’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 		$41.6K Hold
855
– – 0.02% 426
2026
Q1 		$38.8K Hold
855
– – 0.02% 407
2025
Q4 		$37K Hold
855
– – 0.02% 403
2025
Q3 		$39.2K Hold
855
– – 0.02% 398
2025
Q2 		$38.9K Hold
855
– – 0.02% 386
2025
Q1 		$41.4K Hold
855
– – 0.02% 379
2024
Q4 		$38.8K Hold
855
– – 0.02% 392
2024
Q3 		$46.4K Hold
855
– – 0.02% 374
2024
Q2 		$41.5K Hold
855
– – 0.02% 377
2024
Q1 		$39.7K Hold
855
– – 0.02% 376
2023
Q4 		$44.3K Hold
855
– – 0.02% 353
2023
Q3 		$40.5K Hold
855
– – 0.02% 345
2023
Q2 		$44.1K Buy
855
+55
+7% +$3.09K 0.02% 336
2023
Q1 		$46.6K Buy
+800
New +$47.5K 0.03% 246

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 $3.37T AUM 44.26% 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

Caldwell Sutter Capital's CWT Position: Q2 2026 in Review

Caldwell Sutter Capital held its California Water Service (CWT) position steady in Q2 2026 at 855 shares worth $41.6K. The position accounts for 0.02% of the portfolio, ranked #426.

Caldwell Sutter Capital first reported a position in CWT in Q1 2023 and has held it in 14 quarters since. The position peaked at $46.6K in Q1 2023. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Caldwell Sutter Capital held 855 shares of California Water Service worth $41.6K as of Q2 2026.
  • Caldwell Sutter Capital left its California Water Service share count unchanged in Q2 2026.
  • California Water Service made up 0.02% of Caldwell Sutter Capital's portfolio in Q2 2026, its #426 holding.
  • Caldwell Sutter Capital first reported a position in California Water Service in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's California Water Service position peaked at $46.6K in Q1 2023.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.