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Ethic Inc’s California Water Service CWT Stock Holding History

Ethic 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
Q2 		$620K Sell
12,749
-1,723
-12% -$77.7K 0.01% 874
2026
Q1 		$656K Buy
14,472
+4,081
+39% +$183K 0.01% 777
2025
Q4 		$450K Sell
10,391
-1,129
-10% -$51.5K 0.01% 882
2025
Q3 		$529K Buy
11,520
+928
+9% +$42.7K 0.01% 815
2025
Q2 		$482K Buy
10,592
+5,051
+91% +$242K 0.01% 826
2025
Q1 		$270K Sell
5,541
-1,022
-16% -$46.4K 0.01% 978
2024
Q4 		$297K Buy
6,563
+1,425
+28% +$71.9K 0.01% 946
2024
Q3 		$239K Buy
5,138
+310
+6% +$16.4K 0.01% 956
2024
Q2 		$234K Sell
4,828
-310
-6% -$15.1K 0.01% 979
2024
Q1 		$239K Sell
5,138
-3,658
-42% -$171K 0.01% 954
2023
Q4 		$456K Buy
8,796
+1,101
+14% +$55.4K 0.01% 764
2023
Q3 		$364K Sell
7,695
-36
-0.5% -$1.82K 0.01% 760
2023
Q2 		$399K Buy
7,731
+342
+5% +$19.2K 0.01% 718
2023
Q1 		$430K Buy
7,389
+414
+6% +$24.6K 0.02% 692
2022
Q4 		$423K Buy
+6,975
New +$419K 0.02% 622

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

Ethic Inc's CWT Position: Q2 2026 in Review

Ethic Inc reduced its California Water Service (CWT) stake by 12% in Q2 2026, selling an estimated $77.7K and leaving 12,749 shares worth $620K. The position accounts for 0.01% of the portfolio, ranked #874.

Ethic Inc first reported a position in CWT in Q4 2022 and has held it in 15 quarters since. The position peaked at $656K in Q1 2026. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Ethic Inc held 12,749 shares of California Water Service worth $620K as of Q2 2026.
  • Ethic Inc sold 1,723 California Water Service shares in Q2 2026, an estimated $77.7K.
  • California Water Service made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #874 holding.
  • Ethic Inc first reported a position in California Water Service in Q4 2022 and has held it in 15 quarters since.
  • Ethic Inc's California Water Service position peaked at $656K in Q1 2026.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.