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IEQ Capital’s California Water Service CWT Stock Holding History

IEQ Capital’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 		$3.08M Buy
+63,323
New +$2.86M 0.01% 648
2025
Q4 		– Sell
-6,322
Closed -$290K – 1888
2025
Q3 		$290K Sell
6,322
-652
-9% -$30K ﹤0.01% 1540
2025
Q2 		$317K Sell
6,974
-5,456
-44% -$261K ﹤0.01% 1366
2025
Q1 		$602K Buy
12,430
+7,963
+178% +$362K ﹤0.01% 899
2024
Q4 		$202K Buy
+4,467
New +$226K ﹤0.01% 1210

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

IEQ Capital's CWT Position: Q2 2026 in Review

IEQ Capital opened a new position in California Water Service (CWT) in Q2 2026: 63,323 shares worth $3.08M. The stake represents 0.01% of the portfolio and ranks #648 among its holdings. This is a return to the name: IEQ Capital previously reported a position in CWT as recently as Q3 2025.

IEQ Capital first reported a position in CWT in Q4 2024 and has held it in 5 quarters since. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • IEQ Capital held 63,323 shares of California Water Service worth $3.08M as of Q2 2026.
  • California Water Service was a new IEQ Capital position in Q2 2026.
  • California Water Service made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #648 holding.
  • IEQ Capital first reported a position in California Water Service in Q4 2024 and has held it in 5 quarters since.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.