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 Q3	$1K	Sell	10 -726	-99%	-$35.9K	﹤0.01%	2061
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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Covestor's CWT Position: Q3 2026 in Review

Covestor reduced its California Water Service (CWT) stake by 99% in Q3 2026, selling an estimated $35.9K and leaving 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2061.

Covestor first reported a position in CWT in Q4 2021 and has held it in 20 quarters since. The position peaked at $36K in Q2 2026. 162 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

Covestor held 10 shares of California Water Service worth $1K as of Q3 2026.
Covestor sold 726 California Water Service shares in Q3 2026, an estimated $35.9K.
California Water Service made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2061 holding.
Covestor first reported a position in California Water Service in Q4 2021 and has held it in 20 quarters since.
Covestor's California Water Service position peaked at $36K in Q2 2026.
162 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.