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Covestor’s California Water Service CWT Stock Holding History

Covestor’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 		$36K Buy
736
+732
+18,300% +$33K 0.02% 943
2026
Q1 		$0 Hold
4
– – ﹤0.01% 2344
2025
Q4 		$0 Hold
4
– – ﹤0.01% 2335
2025
Q3 		$0 Hold
4
– – ﹤0.01% 2355
2025
Q2 		$0 Hold
4
– – ﹤0.01% 2293
2025
Q1 		$0 Hold
4
– – ﹤0.01% 2304
2024
Q4 		$0 Buy
4
+1
+33% +$50 ﹤0.01% 2311
2024
Q3 		$0 Hold
3
– – ﹤0.01% 2298
2024
Q2 		$0 Hold
3
– – ﹤0.01% 2313
2024
Q1 		$0 Sell
3
-1
-25% -$47 ﹤0.01% 2312
2023
Q4 		$0 Hold
4
– – ﹤0.01% 2225
2023
Q3 		$0 Sell
4
-2
-33% -$101 ﹤0.01% 2201
2023
Q2 		$0 Sell
6
-1
-14% -$56 ﹤0.01% 2213
2023
Q1 		$0 Buy
7
+1
+17% +$59 ﹤0.01% 2110
2022
Q4 		$0 Sell
6
-2
-25% -$120 ﹤0.01% 2145
2022
Q3 		$0 Sell
8
-1
-11% -$59 ﹤0.01% 2087
2022
Q2 		$1K Hold
9
– – ﹤0.01% 1697
2022
Q1 		$1K Sell
9
-6
-40% -$362 ﹤0.01% 1772
2021
Q4 		$1K Buy
+15
New +$964 ﹤0.01% 1705

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

Covestor's CWT Position: Q2 2026 in Review

Covestor increased its California Water Service (CWT) stake by 18,300% in Q2 2026, buying an estimated $33K and bringing the position to 736 shares worth $36K. The position accounts for 0.02% of the portfolio, ranked #943.

Covestor first reported a position in CWT in Q4 2021 and has held it in 19 quarters since. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Covestor held 736 shares of California Water Service worth $36K as of Q2 2026.
  • Covestor bought 732 California Water Service shares in Q2 2026, an estimated $33K.
  • California Water Service made up 0.02% of Covestor's portfolio in Q2 2026, its #943 holding.
  • Covestor first reported a position in California Water Service in Q4 2021 and has held it in 19 quarters since.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.