Capital Advisors Ltd’s California Water Service CWT Stock Holding History

Capital Advisors Ltd’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 Q3	$28K	Sell	599 -9	-1%	-$445	﹤0.01%	626
2026 Q2	$30K	Buy	608 +246	+68%	+$11.1K	﹤0.01%	600
2026 Q1	$16K	Hold	362	–	–	﹤0.01%	715
2025 Q4	$16K	Hold	362	–	–	﹤0.01%	697
2025 Q3	$17K	Hold	362	–	–	﹤0.01%	682
2025 Q2	$16K	Hold	362	–	–	﹤0.01%	678
2025 Q1	$18K	Hold	362	–	–	﹤0.01%	626
2024 Q4	$16K	Hold	362	–	–	﹤0.01%	657
2024 Q3	$20K	Hold	362	–	–	﹤0.01%	610
2024 Q2	$18K	Hold	362	–	–	﹤0.01%	609
2024 Q1	$17K	Hold	362	–	–	﹤0.01%	610
2023 Q4	$19K	Hold	362	–	–	﹤0.01%	574
2023 Q3	$17K	Hold	362	–	–	﹤0.01%	583
2023 Q2	$19K	Buy	362 +326	+906%	+$18.3K	﹤0.01%	578
2023 Q1	$2K	Sell	36 -330	-90%	-$19.6K	﹤0.01%	877
2022 Q4	$0	Buy	+366	New	+$22K	﹤0.01%	1296

Other funds holding CWT

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Capital Advisors Ltd's CWT Position: Q3 2026 in Review

Capital Advisors Ltd reduced its California Water Service (CWT) stake by 1.5% in Q3 2026, selling an estimated $445 and leaving 599 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Capital Advisors Ltd first reported a position in CWT in Q4 2022 and has held it in 16 quarters since. The position peaked at $30K in Q2 2026. 205 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

Capital Advisors Ltd held 599 shares of California Water Service worth $28K as of Q3 2026.
Capital Advisors Ltd sold 9 California Water Service shares in Q3 2026, an estimated $445.
California Water Service made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #626 holding.
Capital Advisors Ltd first reported a position in California Water Service in Q4 2022 and has held it in 16 quarters since.
Capital Advisors Ltd's California Water Service position peaked at $30K in Q2 2026.
205 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.