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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
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 $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

InceptionR's CWT Position: Q1 2026 in Review

InceptionR opened a new position in California Water Service (CWT) in Q1 2026: 4,947 shares worth $224K. The stake represents 0.05% of the portfolio and ranks #551 among its holdings. This is a return to the name: InceptionR previously reported a position in CWT as recently as Q4 2024.

InceptionR first reported a position in CWT in Q1 2024 and has held it in 4 quarters since. The position peaked at $656K in Q3 2024. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • InceptionR held 4,947 shares of California Water Service worth $224K as of Q1 2026.
  • California Water Service was a new InceptionR position in Q1 2026.
  • California Water Service made up 0.05% of InceptionR's portfolio in Q1 2026, its #551 holding.
  • InceptionR first reported a position in California Water Service in Q1 2024 and has held it in 4 quarters since.
  • InceptionR's California Water Service position peaked at $656K in Q3 2024.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

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