Cetera Investment Advisers
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Cetera Investment Advisers’s California Water Service CWT Stock Holding History

Cetera Investment Advisers’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 		$657K Sell
13,496
-218
-2% -$9.83K ﹤0.01% 3439
2026
Q1 		$622K Buy
13,714
+761
+6% +$34.1K ﹤0.01% 3314
2025
Q4 		$561K Sell
12,953
-4,840
-27% -$221K ﹤0.01% 3332
2025
Q3 		$817K Buy
17,793
+4,540
+34% +$209K ﹤0.01% 2956
2025
Q2 		$603K Buy
13,253
+1,150
+10% +$55K ﹤0.01% 2811
2025
Q1 		$587K Buy
12,103
+17
+0.1% +$772 ﹤0.01% 2705
2024
Q4 		$548K Sell
12,086
-53
-0.4% -$2.68K ﹤0.01% 2612
2024
Q3 		$658K Buy
12,139
+10
+0.1% +$530 ﹤0.01% 2428
2024
Q2 		$588K Buy
12,129
+19
+0.2% +$923 ﹤0.01% 2467
2024
Q1 		$563K Buy
12,110
+7,975
+193% +$374K ﹤0.01% 2514
2023
Q4 		$214K Buy
+4,135
New +$208K ﹤0.01% 2007
2023
Q3 		– Sell
-4,057
Closed -$209K – 2227
2023
Q2 		$209K Sell
4,057
-2,330
-36% -$131K ﹤0.01% 1959
2023
Q1 		$372K Buy
6,387
+1,945
+44% +$115K ﹤0.01% 1581
2022
Q4 		$269K Buy
+4,442
New +$267K ﹤0.01% 1730
2022
Q2 		– Sell
-3,371
Closed -$200K – 1841
2022
Q1 		$200K Buy
+3,371
New +$203K ﹤0.01% 1722

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

Cetera Investment Advisers's CWT Position: Q2 2026 in Review

Cetera Investment Advisers reduced its California Water Service (CWT) stake by 1.6% in Q2 2026, selling an estimated $9.83K and leaving 13,496 shares worth $657K. The position accounts for ﹤0.01% of the portfolio, ranked #3439.

Cetera Investment Advisers first reported a position in CWT in Q1 2022 and has held it in 15 quarters since. The position peaked at $817K in Q3 2025. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Cetera Investment Advisers held 13,496 shares of California Water Service worth $657K as of Q2 2026.
  • Cetera Investment Advisers sold 218 California Water Service shares in Q2 2026, an estimated $9.83K.
  • California Water Service made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3439 holding.
  • Cetera Investment Advisers first reported a position in California Water Service in Q1 2022 and has held it in 15 quarters since.
  • Cetera Investment Advisers's California Water Service position peaked at $817K in Q3 2025.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.