Los Angeles Capital Management’s California Water Service CWT Stock Holding History

Los Angeles Capital 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 Q2	–	Sell	-300	Closed	-$13.6K	–	2367
2026 Q1	$13.6K	Sell	300 -1,579	-84%	-$70.8K	﹤0.01%	1860
2025 Q4	$84.9K	Buy	+1,879	New	+$85.7K	﹤0.01%	1457
2025 Q3	–	Sell	-6,909	Closed	-$314K	–	1397
2025 Q2	$314K	Buy	6,909 +640	+10%	+$30.6K	﹤0.01%	1037
2025 Q1	$304K	Hold	6,269	–	–	﹤0.01%	888
2024 Q4	$284K	Sell	6,269 -690	-10%	-$34.8K	﹤0.01%	945
2024 Q3	$377K	Buy	+6,959	New	+$369K	﹤0.01%	937
2020 Q3	–	Sell	-4,567	Closed	-$218K	–	1452
2020 Q2	$218K	Sell	4,567 -6,688	-59%	-$316K	﹤0.01%	1380
2020 Q1	$566K	Sell	11,255 -12,930	-53%	-$671K	﹤0.01%	866
2019 Q4	$1.25M	Hold	24,185	–	–	0.01%	772
2019 Q3	$1.28M	Buy	24,185 +250	+1%	+$13.4K	0.01%	743
2019 Q2	$1.21M	Buy	23,935 +10,450	+77%	+$525K	0.01%	780
2019 Q1	$732K	Buy	+13,485	New	+$679K	﹤0.01%	966
2018 Q2	–	Sell	-5,955	Closed	-$222K	–	1441
2018 Q1	$222K	Buy	+5,955	New	+$238K	﹤0.01%	1241

Other funds holding CWT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Los Angeles Capital Management's CWT Position: Q2 2026 in Review

Los Angeles Capital Management sold out of California Water Service (CWT) in Q2 2026, closing a stake of 300 shares — an estimated $13.6K sold.

Los Angeles Capital Management first reported a position in CWT in Q1 2018 and held it in 13 quarters. The position peaked at $1.28M in Q3 2019. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

Los Angeles Capital Management reported no remaining California Water Service position as of Q2 2026 after selling out during the quarter.
Los Angeles Capital Management sold 300 California Water Service shares in Q2 2026, an estimated $13.6K.
Los Angeles Capital Management first reported a position in California Water Service in Q1 2018 and held it in 13 quarters.
Los Angeles Capital Management's California Water Service position peaked at $1.28M in Q3 2019.
346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Los Angeles Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.