Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s California Water Service CWT Stock Holding History

Kovitz Investment Group Partners’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
2025
Q3 		– Sell
-36,810
Closed -$1.67M – 1416
2025
Q2 		$1.67M Sell
36,810
-1,628
-4% -$77.9K 0.01% 683
2025
Q1 		$1.86M Buy
38,438
+373
+1% +$16.9K 0.01% 595
2024
Q4 		$1.73M Sell
38,065
-2,164
-5% -$109K 0.01% 600
2024
Q3 		$2.15M Buy
+40,229
New +$2.13M 0.02% 485

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State Street
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Amundi
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NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kovitz Investment Group Partners's CWT Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of California Water Service (CWT) in Q3 2025, closing a stake of 36,810 shares — an estimated $1.67M sold.

Kovitz Investment Group Partners first reported a position in CWT in Q3 2024 and held it in 4 quarters. The position peaked at $2.15M in Q3 2024. 337 funds tracked by Wall St. Rank hold CWT as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining California Water Service position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 36,810 California Water Service shares in Q3 2025, an estimated $1.67M.
  • Kovitz Investment Group Partners first reported a position in California Water Service in Q3 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's California Water Service position peaked at $2.15M in Q3 2024.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.