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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.92M Sell
59,973
-6,516
-10% -$294K 0.01% 524
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

Jacobs Levy Equity Management's CWT Position: Q2 2026 in Review

Jacobs Levy Equity Management reduced its California Water Service (CWT) stake by 9.8% in Q2 2026, selling an estimated $294K and leaving 59,973 shares worth $2.92M. The position accounts for 0.01% of the portfolio, ranked #524.

Jacobs Levy Equity Management first reported a position in CWT in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.19M in Q1 2025. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Jacobs Levy Equity Management held 59,973 shares of California Water Service worth $2.92M as of Q2 2026.
  • Jacobs Levy Equity Management sold 6,516 California Water Service shares in Q2 2026, an estimated $294K.
  • California Water Service made up 0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #524 holding.
  • Jacobs Levy Equity Management first reported a position in California Water Service in Q1 2025 and has held it in 6 quarters since.
  • Jacobs Levy Equity Management's California Water Service position peaked at $4.19M in Q1 2025.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.