Commonwealth Equity Services’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $650K | Buy |
14,345
+616
| +4% | +$27.6K | ﹤0.01% | 2980 |
|
|
2025
Q4 | $595K | Buy |
13,729
+568
| +4% | +$25.9K | ﹤0.01% | 3038 |
|
|
2025
Q3 | $604K | Buy |
13,161
+268
| +2% | +$12.3K | ﹤0.01% | 3022 |
|
|
2025
Q2 | $586K | Buy |
12,893
+975
| +8% | +$46.7K | ﹤0.01% | 3025 |
|
|
2025
Q1 | $578K | Sell |
11,918
-310
| -3% | -$14.1K | ﹤0.01% | 2923 |
|
|
2024
Q4 | $554K | Buy |
12,228
+382
| +3% | +$19.3K | ﹤0.01% | 2879 |
|
|
2024
Q3 | $642K | Sell |
11,846
-1,996
| -14% | -$106K | ﹤0.01% | 2694 |
|
|
2024
Q2 | $671K | Buy |
13,842
+2,327
| +20% | +$113K | ﹤0.01% | 2597 |
|
|
2024
Q1 | $535K | Buy |
11,515
+1,674
| +17% | +$78.5K | ﹤0.01% | 2761 |
|
|
2023
Q4 | $510K | Sell |
9,841
-362
| -4% | -$18.2K | ﹤0.01% | 2685 |
|
|
2023
Q3 | $483K | Sell |
10,203
-3,522
| -26% | -$178K | ﹤0.01% | 2628 |
|
|
2023
Q2 | $709K | Buy |
13,725
+14
| +0.1% | +$786 | ﹤0.01% | 2352 |
|
|
2023
Q1 | $797 | Sell |
13,711
-285
| -2% | -$16.9K | ﹤0.01% | 2201 |
|
|
2022
Q4 | $848K | Sell |
13,996
-996
| -7% | -$59.8K | ﹤0.01% | 2071 |
|
|
2022
Q3 | $789K | Sell |
14,992
-362
| -2% | -$21.2K | ﹤0.01% | 2072 |
|
|
2022
Q2 | $852K | Buy |
15,354
+1,908
| +14% | +$103K | ﹤0.01% | 2024 |
|
|
2022
Q1 | $797K | Sell |
13,446
-119
| -0.9% | -$7.17K | ﹤0.01% | 2163 |
|
|
2021
Q4 | $974K | Buy |
13,565
+318
| +2% | +$20.4K | ﹤0.01% | 2008 |
|
|
2021
Q3 | $780K | Buy |
13,247
+862
| +7% | +$53K | ﹤0.01% | 2123 |
|
|
2021
Q2 | $687K | Buy |
12,385
+1,056
| +9% | +$60.9K | ﹤0.01% | 2214 |
|
|
2021
Q1 | $638K | Sell |
11,329
-849
| -7% | -$47.1K | ﹤0.01% | 2129 |
|
|
2020
Q4 | $657K | Sell |
12,178
-93
| -0.8% | -$4.58K | ﹤0.01% | 1947 |
|
|
2020
Q3 | $533K | Sell |
12,271
-651
| -5% | -$30.3K | ﹤0.01% | 1922 |
|
|
2020
Q2 | $616K | Sell |
12,922
-579
| -4% | -$27.3K | ﹤0.01% | 1745 |
|
|
2020
Q1 | $679K | Buy |
13,501
+1,653
| +14% | +$85.8K | ﹤0.01% | 1501 |
|
|
2019
Q4 | $610K | Buy |
11,848
+83
| +0.7% | +$4.33K | ﹤0.01% | 1748 |
|
|
2019
Q3 | $622K | Sell |
11,765
-344
| -3% | -$18.4K | ﹤0.01% | 1684 |
|
|
2019
Q2 | $613K | Sell |
12,109
-766
| -6% | -$38.5K | ﹤0.01% | 1657 |
|
|
2019
Q1 | $698K | Sell |
12,875
-385
| -3% | -$19.4K | ﹤0.01% | 1523 |
|
|
2018
Q4 | $631K | Sell |
13,260
-760
| -5% | -$33.6K | ﹤0.01% | 1488 |
|
|
2018
Q3 | $601K | Buy |
14,020
+786
| +6% | +$32.3K | ﹤0.01% | 1659 |
|
|
2018
Q2 | $515K | Buy |
13,234
+16
| +0.1% | +$626 | ﹤0.01% | 1723 |
|
|
2018
Q1 | $492K | Sell |
13,218
-4
| -0% | -$160 | ﹤0.01% | 1723 |
|
|
2017
Q4 | $600K | Sell |
13,222
-3,543
| -21% | -$153K | ﹤0.01% | 1558 |
|
|
2017
Q3 | $640K | Buy |
16,765
+7,036
| +72% | +$266K | ﹤0.01% | 1454 |
|
|
2017
Q2 | $358K | Sell |
9,729
-2,581
| -21% | -$92.4K | ﹤0.01% | 1796 |
|
|
2017
Q1 | $441K | Buy |
+12,310
| New | +$426K | ﹤0.01% | 1579 |
|
Other funds holding CWT
VPM
VCM
NI
Commonwealth Equity Services's CWT Position: Q1 2026 in Review
Commonwealth Equity Services increased its California Water Service (CWT) stake by 4.5% in Q1 2026, buying an estimated $27.6K and bringing the position to 14,345 shares worth $650K. The position accounts for ﹤0.01% of the portfolio, ranked #2980.
Commonwealth Equity Services first reported a position in CWT in Q1 2017 and has held it in 37 quarters since. The position peaked at $974K in Q4 2021. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.
- Commonwealth Equity Services held 14,345 shares of California Water Service worth $650K as of Q1 2026.
- Commonwealth Equity Services bought 616 California Water Service shares in Q1 2026, an estimated $27.6K.
- California Water Service made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2980 holding.
- Commonwealth Equity Services first reported a position in California Water Service in Q1 2017 and has held it in 37 quarters since.
- Commonwealth Equity Services's California Water Service position peaked at $974K in Q4 2021.
- 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.
Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.