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HRT Financial’s California Water Service CWT Stock Holding History

HRT Financial’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 		$1.96M Buy
43,235
+9,034
+26% +$405K ﹤0.01% 1630
2025
Q4 		$1.48M Buy
34,201
+13,210
+63% +$602K ﹤0.01% 1489
2025
Q3 		$963K Buy
20,991
+13,947
+198% +$642K ﹤0.01% 1536
2025
Q2 		$320K Sell
7,044
-18,730
-73% -$896K ﹤0.01% 1816
2025
Q1 		$1.25M Buy
+25,774
New +$1.17M 0.01% 1029
2024
Q4 		– Sell
-44,685
Closed -$2.42M – 2559
2024
Q3 		$2.42M Buy
+44,685
New +$2.37M 0.01% 808
2024
Q1 		– Sell
-21,863
Closed -$1.13M – 2454
2023
Q4 		$1.13M Buy
+21,863
New +$1.1M 0.01% 927
2023
Q2 		– Sell
-8,602
Closed -$500K – 2600
2023
Q1 		$500K Buy
+8,602
New +$510K 0.01% 1390
2022
Q4 		– Sell
-38,855
Closed -$2.05M – 2576
2022
Q3 		$2.05M Buy
+38,855
New +$2.28M 0.02% 594
2021
Q4 		– Sell
-12,252
Closed -$722K – 3330
2021
Q3 		$722K Buy
+12,252
New +$754K ﹤0.01% 1689
2021
Q2 		– Sell
-11,547
Closed -$650K – 2977
2021
Q1 		$650K Buy
+11,547
New +$640K 0.01% 1575
2020
Q4 		– Sell
-14,728
Closed -$639K – 1963
2020
Q3 		$639K Buy
+14,728
New +$685K 0.02% 774
2020
Q1 		– Sell
-15,794
Closed -$814K – 874
2019
Q4 		$814K Buy
+15,794
New +$824K 0.04% 395

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

HRT Financial's CWT Position: Q1 2026 in Review

HRT Financial increased its California Water Service (CWT) stake by 26% in Q1 2026, buying an estimated $405K and bringing the position to 43,235 shares worth $1.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

HRT Financial first reported a position in CWT in Q4 2019 and has held it in 13 quarters since. The position peaked at $2.42M in Q3 2024. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • HRT Financial held 43,235 shares of California Water Service worth $1.96M as of Q1 2026.
  • HRT Financial bought 9,034 California Water Service shares in Q1 2026, an estimated $405K.
  • California Water Service made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #1630 holding.
  • HRT Financial first reported a position in California Water Service in Q4 2019 and has held it in 13 quarters since.
  • HRT Financial's California Water Service position peaked at $2.42M in Q3 2024.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.