Fidelity Investments
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Fidelity Investments’s California Water Service CWT Stock Holding History

Fidelity Investments’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 		$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

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments's CWT Position: Q1 2026 in Review

Fidelity Investments reduced its California Water Service (CWT) stake by 23% in Q1 2026, selling an estimated $18.2M and leaving 1,390,014 shares worth $63M. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Fidelity Investments first reported a position in CWT in Q3 2018 and has held it in 31 quarters since. The position peaked at $77.8M in Q4 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Fidelity Investments held 1,390,014 shares of California Water Service worth $63M as of Q1 2026.
  • Fidelity Investments sold 406,134 California Water Service shares in Q1 2026, an estimated $18.2M.
  • California Water Service made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #1350 holding.
  • Fidelity Investments first reported a position in California Water Service in Q3 2018 and has held it in 31 quarters since.
  • Fidelity Investments's California Water Service position peaked at $77.8M in Q4 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.