Lazard Asset Management
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Lazard Asset Management’s California Water Service CWT Stock Holding History

Lazard Asset 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 		$255K Buy
+5,630
New +$253K ﹤0.01% 1561
2025
Q1 		– Sell
-3,282
Closed -$148K – 2354
2024
Q4 		$148K Sell
3,282
-232
-7% -$11.7K ﹤0.01% 1693
2024
Q3 		$190K Buy
3,514
+1,909
+119% +$101K ﹤0.01% 1616
2024
Q2 		$77K Buy
+1,605
New +$78K ﹤0.01% 1827
2022
Q3 		– Sell
-1,041
Closed -$57K – 2361
2022
Q2 		$57K Buy
1,041
+11
+1% +$593 ﹤0.01% 1750
2022
Q1 		$61K Sell
1,030
-30,347
-97% -$1.83M ﹤0.01% 1640
2021
Q4 		$2.25M Sell
31,377
-542
-2% -$34.8K ﹤0.01% 916
2021
Q3 		$1.88M Buy
31,919
+27,241
+582% +$1.68M ﹤0.01% 923
2021
Q2 		$259K Sell
4,678
-108
-2% -$6.23K ﹤0.01% 1176
2021
Q1 		$269K Sell
4,786
-75,456
-94% -$4.18M ﹤0.01% 1062
2020
Q4 		$4.33M Buy
+80,242
New +$3.95M 0.01% 681
2020
Q3 		– Sell
-120,161
Closed -$5.73M – 1628
2020
Q2 		$5.73M Buy
120,161
+43,691
+57% +$2.06M 0.01% 545
2020
Q1 		$3.85M Buy
76,470
+76,172
+25,561% +$3.95M 0.01% 585
2019
Q4 		$15K Hold
298
– – ﹤0.01% 1297
2019
Q3 		$15K Buy
+298
New +$16K ﹤0.01% 1146
2015
Q2 		– Sell
-33,900
Closed -$830K – 1138
2015
Q1 		$830K Sell
33,900
-2,587,881
-99% -$64M ﹤0.01% 712
2014
Q4 		$64.5M Sell
2,621,781
-1,512,515
-37% -$37.1M 0.14% 149
2014
Q3 		$92.8M Buy
4,134,296
+343,342
+9% +$8.08M 0.2% 122
2014
Q2 		$91.7M Buy
3,790,954
+424,800
+13% +$9.57M 0.19% 129
2014
Q1 		$80.6M Sell
3,366,154
-124,398
-4% -$2.86M 0.18% 132
2013
Q4 		$80.5M Sell
3,490,552
-612,001
-15% -$13.3M 0.18% 127
2013
Q3 		$83.4M Buy
4,102,553
+260,165
+7% +$5.35M 0.2% 122
2013
Q2 		$75M Buy
+3,842,388
New +$76.3M 0.18% 126

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

Lazard Asset Management's CWT Position: Q1 2026 in Review

Lazard Asset Management opened a new position in California Water Service (CWT) in Q1 2026: 5,630 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #1561 among its holdings. This is a return to the name: Lazard Asset Management previously reported a position in CWT as recently as Q4 2024.

Lazard Asset Management first reported a position in CWT in Q2 2013 and has held it in 23 quarters since. The position peaked at $92.8M in Q3 2014. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Lazard Asset Management held 5,630 shares of California Water Service worth $255K as of Q1 2026.
  • California Water Service was a new Lazard Asset Management position in Q1 2026.
  • California Water Service made up ﹤0.01% of Lazard Asset Management's portfolio in Q1 2026, its #1561 holding.
  • Lazard Asset Management first reported a position in California Water Service in Q2 2013 and has held it in 23 quarters since.
  • Lazard Asset Management's California Water Service position peaked at $92.8M in Q3 2014.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.