Cerity Partners
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Cerity Partners’s California Water Service CWT Stock Holding History

Cerity Partners’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 		$867K Buy
19,116
+1,379
+8% +$61.9K ﹤0.01% 1937
2025
Q4 		$769K Sell
17,737
-2,113
-11% -$96.4K ﹤0.01% 1842
2025
Q3 		$911K Buy
19,850
+3,530
+22% +$163K ﹤0.01% 1638
2025
Q2 		$742K Buy
16,320
+2,957
+22% +$142K ﹤0.01% 1661
2025
Q1 		$648K Buy
13,363
+4,683
+54% +$213K ﹤0.01% 1631
2024
Q4 		$415K Sell
8,680
-2,590
-23% -$131K ﹤0.01% 1873
2024
Q3 		$611K Buy
11,270
+3,107
+38% +$165K ﹤0.01% 1662
2024
Q2 		$396K Sell
8,163
-2,296
-22% -$112K ﹤0.01% 1661
2024
Q1 		$486K Buy
10,459
+2,536
+32% +$119K ﹤0.01% 1613
2023
Q4 		$411K Buy
7,923
+3,691
+87% +$186K ﹤0.01% 1352
2023
Q3 		$200K Sell
4,232
-3,179
-43% -$161K ﹤0.01% 1283
2023
Q2 		$383K Sell
7,411
-343
-4% -$19.3K ﹤0.01% 1295
2023
Q1 		$1.24M Buy
7,754
+4,005
+107% +$238K ﹤0.01% 893
2022
Q4 		$227K Sell
3,749
-182
-5% -$10.9K ﹤0.01% 1270
2022
Q3 		$207K Buy
3,931
+34
+0.9% +$1.99K ﹤0.01% 1045
2022
Q2 		$216K Buy
3,897
+380
+11% +$20.5K ﹤0.01% 1052
2022
Q1 		$208K Sell
3,517
-308
-8% -$18.6K ﹤0.01% 855
2021
Q4 		$279K Buy
+3,825
New +$246K ﹤0.01% 803
2018
Q1 		– Sell
-4,498
Closed -$204K – 536
2017
Q4 		$204K Buy
+4,498
New +$194K 0.01% 531

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

Cerity Partners's CWT Position: Q1 2026 in Review

Cerity Partners increased its California Water Service (CWT) stake by 7.8% in Q1 2026, buying an estimated $61.9K and bringing the position to 19,116 shares worth $867K. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

Cerity Partners first reported a position in CWT in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.24M in Q1 2023. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Cerity Partners held 19,116 shares of California Water Service worth $867K as of Q1 2026.
  • Cerity Partners bought 1,379 California Water Service shares in Q1 2026, an estimated $61.9K.
  • California Water Service made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1937 holding.
  • Cerity Partners first reported a position in California Water Service in Q4 2017 and has held it in 19 quarters since.
  • Cerity Partners's California Water Service position peaked at $1.24M in Q1 2023.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.