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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ethic Inc's CWT Position: Q1 2026 in Review

Ethic Inc increased its California Water Service (CWT) stake by 39% in Q1 2026, buying an estimated $183K and bringing the position to 14,472 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #777.

Ethic Inc first reported a position in CWT in Q4 2022 and has held it in 14 quarters since. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Ethic Inc held 14,472 shares of California Water Service worth $656K as of Q1 2026.
  • Ethic Inc bought 4,081 California Water Service shares in Q1 2026, an estimated $183K.
  • California Water Service made up 0.01% of Ethic Inc's portfolio in Q1 2026, its #777 holding.
  • Ethic Inc first reported a position in California Water Service in Q4 2022 and has held it in 14 quarters since.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.