Fidelity Investments’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $62.3M | Sell |
1,281,406
-108,608
| -8% | -$4.9M | ﹤0.01% | 1428 |
|
|
2026
Q1 | $63M | Sell |
1,390,014
-406,134
| -23% | -$18.2M | ﹤0.01% | 1350 |
|
|
2025
Q4 | $77.8M | Buy |
1,796,148
+393,016
| +28% | +$17.9M | ﹤0.01% | 1276 |
|
|
2025
Q3 | $64.4M | Buy |
1,403,132
+350,535
| +33% | +$16.1M | ﹤0.01% | 1349 |
|
|
2025
Q2 | $47.9M | Buy |
1,052,597
+988,111
| +1,532% | +$47.3M | ﹤0.01% | 1416 |
|
|
2025
Q1 | $3.12M | Buy |
64,486
+47,216
| +273% | +$2.14M | ﹤0.01% | 2311 |
|
|
2024
Q4 | $783K | Sell |
17,270
-46,355
| -73% | -$2.34M | ﹤0.01% | 2760 |
|
|
2024
Q3 | $3.45M | Buy |
63,625
+26,299
| +70% | +$1.39M | ﹤0.01% | 2238 |
|
|
2024
Q2 | $1.81M | Buy |
37,326
+32,081
| +612% | +$1.56M | ﹤0.01% | 2368 |
|
|
2024
Q1 | $244K | Sell |
5,245
-1,078
| -17% | -$50.5K | ﹤0.01% | 2963 |
|
|
2023
Q4 | $328K | Buy |
6,323
+1,811
| +40% | +$91.1K | ﹤0.01% | 2795 |
|
|
2023
Q3 | $213K | Buy |
4,512
+595
| +15% | +$30.1K | ﹤0.01% | 2876 |
|
|
2023
Q2 | $202K | Sell |
3,917
-379
| -9% | -$21.3K | ﹤0.01% | 2949 |
|
|
2023
Q1 | $250K | Sell |
4,296
-153
| -3% | -$9.08K | ﹤0.01% | 2902 |
|
|
2022
Q4 | $270K | Sell |
4,449
-315
| -7% | -$18.9K | ﹤0.01% | 2916 |
|
|
2022
Q3 | $251K | Buy |
4,764
+837
| +21% | +$49.1K | ﹤0.01% | 2990 |
|
|
2022
Q2 | $218K | Sell |
3,927
-13
| -0.3% | -$700 | ﹤0.01% | 3103 |
|
|
2022
Q1 | $233K | Buy |
3,940
+896
| +29% | +$54K | ﹤0.01% | 3218 |
|
|
2021
Q4 | $219K | Buy |
3,044
+1,669
| +121% | +$107K | ﹤0.01% | 2934 |
|
|
2021
Q3 | $81K | Sell |
1,375
-25
| -2% | -$1.54K | ﹤0.01% | 3119 |
|
|
2021
Q2 | $78K | Buy |
1,400
+62
| +5% | +$3.58K | ﹤0.01% | 3076 |
|
|
2021
Q1 | $75K | Sell |
1,338
-4,123
| -75% | -$229K | ﹤0.01% | 2964 |
|
|
2020
Q4 | $295K | Buy |
5,461
+2,527
| +86% | +$124K | ﹤0.01% | 2739 |
|
|
2020
Q3 | $127K | Buy |
2,934
+35
| +1% | +$1.63K | ﹤0.01% | 2755 |
|
|
2020
Q2 | $138K | Sell |
2,899
-978
| -25% | -$46.2K | ﹤0.01% | 2672 |
|
|
2020
Q1 | $195K | Sell |
3,877
-185
| -5% | -$9.6K | ﹤0.01% | 2576 |
|
|
2019
Q4 | $210K | Buy |
4,062
+52
| +1% | +$2.71K | ﹤0.01% | 2628 |
|
|
2019
Q3 | $212K | Buy |
4,010
+316
| +9% | +$16.9K | ﹤0.01% | 2630 |
|
|
2019
Q2 | $187K | Buy |
3,694
+924
| +33% | +$46.5K | ﹤0.01% | 2650 |
|
|
2019
Q1 | $150K | Sell |
2,770
-140
| -5% | -$7.05K | ﹤0.01% | 2619 |
|
|
2018
Q4 | $139K | Buy |
2,910
+338
| +13% | +$15K | ﹤0.01% | 2600 |
|
|
2018
Q3 | $110K | Buy |
+2,572
| New | +$106K | ﹤0.01% | 2706 |
|
Other funds holding CWT
AIP
Fidelity Investments's CWT Position: Q2 2026 in Review
Fidelity Investments reduced its California Water Service (CWT) stake by 7.8% in Q2 2026, selling an estimated $4.9M and leaving 1,281,406 shares worth $62.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1428.
Fidelity Investments first reported a position in CWT in Q3 2018 and has held it in 32 quarters since. The position peaked at $77.8M in Q4 2025. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.
- Fidelity Investments held 1,281,406 shares of California Water Service worth $62.3M as of Q2 2026.
- Fidelity Investments sold 108,608 California Water Service shares in Q2 2026, an estimated $4.9M.
- California Water Service made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #1428 holding.
- Fidelity Investments first reported a position in California Water Service in Q3 2018 and has held it in 32 quarters since.
- Fidelity Investments's California Water Service position peaked at $77.8M in Q4 2025.
- 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.
Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.