Capstone Investment Advisors
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Capstone Investment Advisors’s California Water Service CWT Stock Holding History

Capstone 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
2025
Q4 		– Sell
-10,263
Closed -$471K – 1696
2025
Q3 		$471K Buy
+10,263
New +$472K ﹤0.01% 1414
2017
Q2 		– Sell
-11,879
Closed -$425K – 689
2017
Q1 		$425K Buy
+11,879
New +$411K 0.01% 636

Other funds holding CWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capstone Investment Advisors's CWT Position: Q4 2025 in Review

Capstone Investment Advisors sold out of California Water Service (CWT) in Q4 2025, closing a stake of 10,263 shares — an estimated $471K sold.

Capstone Investment Advisors first reported a position in CWT in Q1 2017 and held it in 2 quarters. The position peaked at $471K in Q3 2025. 330 funds tracked by Wall St. Rank hold CWT as of Q4 2025.

  • Capstone Investment Advisors reported no remaining California Water Service position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 10,263 California Water Service shares in Q4 2025, an estimated $471K.
  • Capstone Investment Advisors first reported a position in California Water Service in Q1 2017 and held it in 2 quarters.
  • Capstone Investment Advisors's California Water Service position peaked at $471K in Q3 2025.
  • 330 funds tracked by Wall St. Rank held California Water Service as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.