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IQ EQ Fund Management’s California Water Service CWT Stock Holding History

IQ EQ Fund 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
Q1 		$1.1M Buy
24,268
+978
+4% +$43.9K 0.08% 203
2025
Q4 		$1.01M Sell
23,290
-22,694
-49% -$1.03M 0.07% 214
2025
Q3 		$2.11M Sell
45,984
-3,871
-8% -$178K 0.14% 150
2025
Q2 		$2.27M Buy
49,855
+5,965
+14% +$285K 0.2% 133
2025
Q1 		$2.13M Buy
43,890
+1,015
+2% +$46.1K 0.25% 112
2024
Q4 		$1.94M Sell
42,875
-28,386
-40% -$1.43M 0.23% 112
2024
Q3 		$3.86M Sell
71,261
-11,006
-13% -$584K 0.4% 73
2024
Q2 		$3.99M Buy
82,267
+26,546
+48% +$1.29M 0.46% 68
2024
Q1 		$2.59M Buy
55,721
+7,857
+16% +$368K 0.29% 104
2023
Q4 		$2.48M Buy
47,864
+24,923
+109% +$1.25M 0.29% 106
2023
Q3 		$1.09M Buy
22,941
+10,423
+83% +$528K 0.22% 130
2023
Q2 		$646K Buy
12,518
+7,932
+173% +$445K 0.12% 162
2023
Q1 		$267K Buy
4,586
+858
+23% +$50.9K 0.05% 210
2022
Q4 		$226K Buy
+3,728
New +$224K 0.05% 199

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

IQ EQ Fund Management's CWT Position: Q1 2026 in Review

IQ EQ Fund Management increased its California Water Service (CWT) stake by 4.2% in Q1 2026, buying an estimated $43.9K and bringing the position to 24,268 shares worth $1.1M. The position accounts for 0.08% of the portfolio, ranked #203.

IQ EQ Fund Management first reported a position in CWT in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.99M in Q2 2024. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • IQ EQ Fund Management held 24,268 shares of California Water Service worth $1.1M as of Q1 2026.
  • IQ EQ Fund Management bought 978 California Water Service shares in Q1 2026, an estimated $43.9K.
  • California Water Service made up 0.08% of IQ EQ Fund Management's portfolio in Q1 2026, its #203 holding.
  • IQ EQ Fund Management first reported a position in California Water Service in Q4 2022 and has held it in 14 quarters since.
  • IQ EQ Fund Management's California Water Service position peaked at $3.99M in Q2 2024.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on IQ EQ Fund Management's 13F filing for Q1 2026, filed 11 May 2026.