Elo Mutual Pension Insurance’s California Water Service CWT Stock Holding History

Elo Mutual Pension Insurance’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	$1.11M	Sell	22,854 -3,245	-12%	-$146K	0.01%	493
2026 Q1	$1.18M	Buy	+26,099	New	+$1.17M	0.02%	470
2025 Q4	–	Sell	-14,007	Closed	-$643K	–	626
2025 Q3	$643K	Sell	14,007 -127	-0.9%	-$5.85K	0.01%	575
2025 Q2	$643K	Sell	14,134 -1,186	-8%	-$56.8K	0.01%	541
2025 Q1	$742K	Buy	+15,320	New	+$696K	0.02%	488

Other funds holding CWT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Elo Mutual Pension Insurance's CWT Position: Q2 2026 in Review

Elo Mutual Pension Insurance reduced its California Water Service (CWT) stake by 12% in Q2 2026, selling an estimated $146K and leaving 22,854 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #493.

Elo Mutual Pension Insurance first reported a position in CWT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.18M in Q1 2026. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

Elo Mutual Pension Insurance held 22,854 shares of California Water Service worth $1.11M as of Q2 2026.
Elo Mutual Pension Insurance sold 3,245 California Water Service shares in Q2 2026, an estimated $146K.
California Water Service made up 0.01% of Elo Mutual Pension Insurance's portfolio in Q2 2026, its #493 holding.
Elo Mutual Pension Insurance first reported a position in California Water Service in Q1 2025 and has held it in 5 quarters since.
Elo Mutual Pension Insurance's California Water Service position peaked at $1.18M in Q1 2026.
346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.