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Catalyst Funds Management’s California Water Service CWT Stock Holding History

Catalyst Funds 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
Q2 		$388K Buy
+7,980
New +$360K 0.02% 444
2024
Q4 		– Sell
-200
Closed -$10.8K – 560
2024
Q3 		$10.8K Sell
200
-400
-67% -$21.2K ﹤0.01% 1173
2024
Q2 		$29.1K Sell
600
-3,740
-86% -$182K 0.01% 567
2024
Q1 		$202K Buy
+4,340
New +$203K 0.06% 262

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

Catalyst Funds Management's CWT Position: Q2 2026 in Review

Catalyst Funds Management opened a new position in California Water Service (CWT) in Q2 2026: 7,980 shares worth $388K. The stake represents 0.02% of the portfolio and ranks #444 among its holdings. This is a return to the name: Catalyst Funds Management previously reported a position in CWT as recently as Q3 2024.

Catalyst Funds Management first reported a position in CWT in Q1 2024 and has held it in 4 quarters since. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Catalyst Funds Management held 7,980 shares of California Water Service worth $388K as of Q2 2026.
  • California Water Service was a new Catalyst Funds Management position in Q2 2026.
  • California Water Service made up 0.02% of Catalyst Funds Management's portfolio in Q2 2026, its #444 holding.
  • Catalyst Funds Management first reported a position in California Water Service in Q1 2024 and has held it in 4 quarters since.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.