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Corient IA’s California Water Service CWT Stock Holding History

Corient IA’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 		$201K Sell
4,440
-560
-11% -$25.1K 0.19% 201
2025
Q4 		$217K Hold
5,000
– – 0.2% 193
2025
Q3 		$229K Hold
5,000
– – 0.17% 217
2025
Q2 		$227K Hold
5,000
– – 0.13% 273
2025
Q1 		$242K Buy
+5,000
New +$227K 0.17% 245

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

Corient IA's CWT Position: Q1 2026 in Review

Corient IA reduced its California Water Service (CWT) stake by 11% in Q1 2026, selling an estimated $25.1K and leaving 4,440 shares worth $201K. The position accounts for 0.19% of the portfolio, ranked #201.

Corient IA first reported a position in CWT in Q1 2025 and has held it in 5 quarters since. The position peaked at $242K in Q1 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Corient IA held 4,440 shares of California Water Service worth $201K as of Q1 2026.
  • Corient IA sold 560 California Water Service shares in Q1 2026, an estimated $25.1K.
  • California Water Service made up 0.19% of Corient IA's portfolio in Q1 2026, its #201 holding.
  • Corient IA first reported a position in California Water Service in Q1 2025 and has held it in 5 quarters since.
  • Corient IA's California Water Service position peaked at $242K in Q1 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.