Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s California Water Service CWT Stock Holding History

Jacobs Levy Equity 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 		$3.01M Sell
66,489
-14,430
-18% -$647K 0.01% 514
2025
Q4 		$3.51M Sell
80,919
-3,289
-4% -$150K 0.01% 479
2025
Q3 		$3.86M Buy
84,208
+4,120
+5% +$190K 0.02% 471
2025
Q2 		$3.64M Sell
80,088
-6,291
-7% -$301K 0.01% 513
2025
Q1 		$4.19M Buy
+86,379
New +$3.92M 0.02% 503

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

Jacobs Levy Equity Management's CWT Position: Q1 2026 in Review

Jacobs Levy Equity Management reduced its California Water Service (CWT) stake by 18% in Q1 2026, selling an estimated $647K and leaving 66,489 shares worth $3.01M. The position accounts for 0.01% of the portfolio, ranked #514.

Jacobs Levy Equity Management first reported a position in CWT in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.19M in Q1 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Jacobs Levy Equity Management held 66,489 shares of California Water Service worth $3.01M as of Q1 2026.
  • Jacobs Levy Equity Management sold 14,430 California Water Service shares in Q1 2026, an estimated $647K.
  • California Water Service made up 0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #514 holding.
  • Jacobs Levy Equity Management first reported a position in California Water Service in Q1 2025 and has held it in 5 quarters since.
  • Jacobs Levy Equity Management's California Water Service position peaked at $4.19M in Q1 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.