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Clearstead Trust’s California Water Service CWT Stock Holding History

Clearstead Trust’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
-30
Closed -$1.38K – 1139
2025
Q3 		$1.38K Hold
30
– – ﹤0.01% 1120
2025
Q2 		$1.36K Buy
+30
New +$1.44K ﹤0.01% 1062

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

Clearstead Trust's CWT Position: Q4 2025 in Review

Clearstead Trust sold out of California Water Service (CWT) in Q4 2025, closing a stake of 30 shares — an estimated $1.38K sold.

Clearstead Trust first reported a position in CWT in Q2 2025 and held it in 2 quarters. The position peaked at $1.38K in Q3 2025. 330 funds tracked by Wall St. Rank hold CWT as of Q4 2025.

  • Clearstead Trust reported no remaining California Water Service position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 30 California Water Service shares in Q4 2025, an estimated $1.38K.
  • Clearstead Trust first reported a position in California Water Service in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's California Water Service position peaked at $1.38K in Q3 2025.
  • 330 funds tracked by Wall St. Rank held California Water Service as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.