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John Overdeck’s California Water Service CWT Stock Holding History

John Overdeck’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 		$419K Sell
8,609
-68,367
-89% -$3.08M ﹤0.01% 4287
2026
Q1 		$3.49M Buy
76,976
+53,900
+234% +$2.42M ﹤0.01% 2310
2025
Q4 		$1,000K Buy
23,076
+2,700
+13% +$123K ﹤0.01% 2919
2025
Q3 		$935K Buy
20,376
+12,900
+173% +$594K ﹤0.01% 2622
2025
Q2 		$340K Buy
+7,476
New +$358K ﹤0.01% 2745
2024
Q3 		– Sell
-13,776
Closed -$668K – 3152
2024
Q2 		$668K Buy
+13,776
New +$669K ﹤0.01% 2218
2018
Q2 		– Sell
-6,366
Closed -$237K – 3377
2018
Q1 		$237K Buy
+6,366
New +$254K ﹤0.01% 2896
2016
Q1 		– Sell
-104,144
Closed -$2.42M – 2852
2015
Q4 		$2.42M Sell
104,144
-673
-0.6% -$15.3K 0.01% 995
2015
Q3 		$2.32M Sell
104,817
-42,568
-29% -$931K 0.01% 783
2015
Q2 		$3.37M Sell
147,385
-18,935
-11% -$454K 0.02% 911
2015
Q1 		$4.08M Sell
166,320
-38,519
-19% -$952K 0.02% 809
2014
Q4 		$5.04M Buy
+204,839
New +$5.02M 0.03% 640
2014
Q1 		– Sell
-99,993
Closed -$2.31M – 2033
2013
Q4 		$2.31M Buy
99,993
+75,781
+313% +$1.65M 0.01% 940
2013
Q3 		$492K Buy
+24,212
New +$498K ﹤0.01% 1314

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

John Overdeck's CWT Position: Q2 2026 in Review

John Overdeck reduced its California Water Service (CWT) stake by 89% in Q2 2026, selling an estimated $3.08M and leaving 8,609 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #4287.

John Overdeck first reported a position in CWT in Q3 2013 and has held it in 14 quarters since. The position peaked at $5.04M in Q4 2014. 343 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • John Overdeck held 8,609 shares of California Water Service worth $419K as of Q2 2026.
  • John Overdeck sold 68,367 California Water Service shares in Q2 2026, an estimated $3.08M.
  • California Water Service made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4287 holding.
  • John Overdeck first reported a position in California Water Service in Q3 2013 and has held it in 14 quarters since.
  • John Overdeck's California Water Service position peaked at $5.04M in Q4 2014.
  • 343 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.