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InceptionR’s California Water Service CWT Stock Holding History

InceptionR’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 		$313K Buy
6,429
+1,482
+30% +$66.8K 0.08% 452
2026
Q1 		$224K Buy
+4,947
New +$222K 0.05% 551
2025
Q1 		– Sell
-8,087
Closed -$367K – 606
2024
Q4 		$367K Sell
8,087
-4,013
-33% -$203K 0.08% 400
2024
Q3 		$656K Buy
+12,100
New +$642K 0.16% 248
2024
Q2 		– Sell
-12,693
Closed -$590K – 641
2024
Q1 		$590K Buy
+12,693
New +$595K 0.15% 268

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

InceptionR's CWT Position: Q2 2026 in Review

InceptionR increased its California Water Service (CWT) stake by 30% in Q2 2026, buying an estimated $66.8K and bringing the position to 6,429 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #452.

InceptionR first reported a position in CWT in Q1 2024 and has held it in 5 quarters since. The position peaked at $656K in Q3 2024. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • InceptionR held 6,429 shares of California Water Service worth $313K as of Q2 2026.
  • InceptionR bought 1,482 California Water Service shares in Q2 2026, an estimated $66.8K.
  • California Water Service made up 0.08% of InceptionR's portfolio in Q2 2026, its #452 holding.
  • InceptionR first reported a position in California Water Service in Q1 2024 and has held it in 5 quarters since.
  • InceptionR's California Water Service position peaked at $656K in Q3 2024.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

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