INTECH Investment Management’s California Water Service CWT Stock Holding History

INTECH Investment Management’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	$531K	Sell	10,905 -2,935	-21%	-$132K	﹤0.01%	1319
2026 Q1	$628K	Sell	13,840 -10,054	-42%	-$451K	0.01%	1233
2025 Q4	$1.04M	Hold	23,894	–	–	0.01%	1117
2025 Q3	$1.1M	Sell	23,894 -2,090	-8%	-$96.2K	0.01%	1105
2025 Q2	$1.18M	Sell	25,984 -2,826	-10%	-$135K	0.01%	1103
2025 Q1	$1.4M	Buy	28,810 +4,055	+16%	+$184K	0.01%	986
2024 Q4	$1.12M	Buy	24,755 +13,971	+130%	+$705K	0.01%	1061
2024 Q3	$585K	Buy	+10,784	New	+$572K	0.01%	1141

Other funds holding CWT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

INTECH Investment Management's CWT Position: Q2 2026 in Review

INTECH Investment Management reduced its California Water Service (CWT) stake by 21% in Q2 2026, selling an estimated $132K and leaving 10,905 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

INTECH Investment Management first reported a position in CWT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.4M in Q1 2025. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

INTECH Investment Management held 10,905 shares of California Water Service worth $531K as of Q2 2026.
INTECH Investment Management sold 2,935 California Water Service shares in Q2 2026, an estimated $132K.
California Water Service made up ﹤0.01% of INTECH Investment Management's portfolio in Q2 2026, its #1319 holding.
INTECH Investment Management first reported a position in California Water Service in Q3 2024 and has held it in 8 quarters since.
INTECH Investment Management's California Water Service position peaked at $1.4M in Q1 2025.
346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.