Ellevest Inc
CWT icon

Ellevest Inc’s California Water Service CWT Stock Holding History

Ellevest Inc’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 		$212K Buy
4,589
+347
+8% +$17.2K 0.02% 425
2026
Q2 		$206K Buy
+4,242
New +$191K 0.02% 444
2023
Q2 		– Sell
-127
Closed -$7.39K – 656
2023
Q1 		$7.39K Hold
127
– – ﹤0.01% 1113
2022
Q4 		$7.7K Buy
+127
New +$7.63K ﹤0.01% 1092
2022
Q3 		– Sell
-40
Closed -$2K – 1660
2022
Q2 		$2K Sell
40
-478
-92% -$25.8K ﹤0.01% 1147
2022
Q1 		$31K Buy
518
+292
+129% +$17.6K ﹤0.01% 632
2021
Q4 		$16K Sell
226
-12
-5% -$771 ﹤0.01% 757
2021
Q3 		$14K Buy
238
+13
+6% +$800 ﹤0.01% 743
2021
Q2 		$12K Buy
225
+135
+150% +$7.79K ﹤0.01% 725
2021
Q1 		$5K Buy
90
+66
+275% +$3.66K ﹤0.01% 898
2020
Q4 		$1K Sell
24
-91
-79% -$4.48K ﹤0.01% 1046
2020
Q3 		$5K Sell
115
-13
-10% -$605 ﹤0.01% 759
2020
Q2 		$6K Buy
128
+52
+68% +$2.46K ﹤0.01% 699
2020
Q1 		$4K Buy
+76
New +$3.94K ﹤0.01% 664
2019
Q2 		– Sell
-53
Closed -$3K – 397
2019
Q1 		$3K Buy
+53
New +$2.67K ﹤0.01% 263

Other funds holding CWT

Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuance Investments
Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Ellevest Inc's CWT Position: Q3 2026 in Review

Ellevest Inc increased its California Water Service (CWT) stake by 8.2% in Q3 2026, buying an estimated $17.2K and bringing the position to 4,589 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #425.

Ellevest Inc first reported a position in CWT in Q1 2019 and has held it in 15 quarters since. 205 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

  • Ellevest Inc held 4,589 shares of California Water Service worth $212K as of Q3 2026.
  • Ellevest Inc bought 347 California Water Service shares in Q3 2026, an estimated $17.2K.
  • California Water Service made up 0.02% of Ellevest Inc's portfolio in Q3 2026, its #425 holding.
  • Ellevest Inc first reported a position in California Water Service in Q1 2019 and has held it in 15 quarters since.
  • 205 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.