LPL Financial’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
Q1 | $1.04M | Buy |
22,892
+913
| +4% | +$41K | ﹤0.01% | 4138 |
|
|
2025
Q4 | $952K | Buy |
21,979
+1,804
| +9% | +$82.3K | ﹤0.01% | 4120 |
|
|
2025
Q3 | $926K | Sell |
20,175
-1,154
| -5% | -$53.1K | ﹤0.01% | 4072 |
|
|
2025
Q2 | $970K | Sell |
21,329
-1,030
| -5% | -$49.3K | ﹤0.01% | 3788 |
|
|
2025
Q1 | $1.08M | Buy |
22,359
+819
| +4% | +$37.2K | ﹤0.01% | 3491 |
|
|
2024
Q4 | $976K | Buy |
21,540
+2,116
| +11% | +$107K | ﹤0.01% | 3508 |
|
|
2024
Q3 | $1.05M | Buy |
19,424
+1,231
| +7% | +$65.3K | ﹤0.01% | 3352 |
|
|
2024
Q2 | $882K | Buy |
18,193
+1,178
| +7% | +$57.2K | ﹤0.01% | 3369 |
|
|
2024
Q1 | $791K | Buy |
17,015
+958
| +6% | +$44.9K | ﹤0.01% | 3396 |
|
|
2023
Q4 | $833K | Buy |
16,057
+3,856
| +32% | +$194K | ﹤0.01% | 3201 |
|
|
2023
Q3 | $577K | Sell |
12,201
-1,138
| -9% | -$57.6K | ﹤0.01% | 3360 |
|
|
2023
Q2 | $689K | Buy |
13,339
+312
| +2% | +$17.5K | ﹤0.01% | 3172 |
|
|
2023
Q1 | $758K | Sell |
13,027
-1,097
| -8% | -$65.1K | ﹤0.01% | 2978 |
|
|
2022
Q4 | $856K | Buy |
14,124
+1,081
| +8% | +$64.9K | ﹤0.01% | 2755 |
|
|
2022
Q3 | $687K | Buy |
13,043
+1,033
| +9% | +$60.6K | ﹤0.01% | 2851 |
|
|
2022
Q2 | $667K | Buy |
12,010
+3,375
| +39% | +$182K | ﹤0.01% | 2933 |
|
|
2022
Q1 | $512K | Sell |
8,635
-336
| -4% | -$20.2K | ﹤0.01% | 3183 |
|
|
2021
Q4 | $645K | Buy |
8,971
+1,516
| +20% | +$97.5K | ﹤0.01% | 3060 |
|
|
2021
Q3 | $439K | Buy |
7,455
+178
| +2% | +$10.9K | ﹤0.01% | 3333 |
|
|
2021
Q2 | $404K | Buy |
7,277
+1,204
| +20% | +$69.5K | ﹤0.01% | 3339 |
|
|
2021
Q1 | $342K | Sell |
6,073
-1,487
| -20% | -$82.4K | ﹤0.01% | 3370 |
|
|
2020
Q4 | $408K | Buy |
7,560
+1,015
| +16% | +$50K | ﹤0.01% | 2936 |
|
|
2020
Q3 | $284K | Buy |
6,545
+1,384
| +27% | +$64.4K | ﹤0.01% | 2945 |
|
|
2020
Q2 | $246K | Buy |
5,161
+19
| +0.4% | +$897 | ﹤0.01% | 2980 |
|
|
2020
Q1 | $259K | Sell |
5,142
-1,656
| -24% | -$85.9K | ﹤0.01% | 2611 |
|
|
2019
Q4 | $351K | Sell |
6,798
-470
| -6% | -$24.5K | ﹤0.01% | 2652 |
|
|
2019
Q3 | $385K | Sell |
7,268
-731
| -9% | -$39.2K | ﹤0.01% | 2479 |
|
|
2019
Q2 | $405K | Sell |
7,999
-4,215
| -35% | -$212K | ﹤0.01% | 2447 |
|
|
2019
Q1 | $663K | Buy |
12,214
+5,519
| +82% | +$278K | ﹤0.01% | 1977 |
|
|
2018
Q4 | $319K | Buy |
6,695
+1,270
| +23% | +$56.2K | ﹤0.01% | 2414 |
|
|
2018
Q3 | $233K | Buy |
+5,425
| New | +$223K | ﹤0.01% | 2879 |
|
|
2018
Q2 | – | Sell |
-9,085
| Closed | -$338K | – | 3225 |
|
|
2018
Q1 | $338K | Buy |
9,085
+101
| +1% | +$4.03K | ﹤0.01% | 2501 |
|
|
2017
Q4 | $407K | Buy |
+8,984
| New | +$387K | ﹤0.01% | 2230 |
|
|
2017
Q3 | – | Sell |
-8,616
| Closed | -$317K | – | 2877 |
|
|
2017
Q2 | $317K | Sell |
8,616
-1,609
| -16% | -$57.6K | ﹤0.01% | 2248 |
|
|
2017
Q1 | $357K | Sell |
10,225
-79
| -0.8% | -$2.73K | ﹤0.01% | 2076 |
|
|
2016
Q4 | $348K | Buy |
+10,304
| New | +$341K | ﹤0.01% | 2045 |
|
|
2013
Q3 | – | Sell |
-18,564
| Closed | -$362K | – | 2541 |
|
|
2013
Q2 | $362K | Buy |
+18,564
| New | +$368K | ﹤0.01% | 1772 |
|
Other funds holding CWT
VPM
VCM
NI
LPL Financial's CWT Position: Q1 2026 in Review
LPL Financial increased its California Water Service (CWT) stake by 4.2% in Q1 2026, buying an estimated $41K and bringing the position to 22,892 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #4138.
LPL Financial first reported a position in CWT in Q2 2013 and has held it in 37 quarters since. The position peaked at $1.08M in Q1 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.
- LPL Financial held 22,892 shares of California Water Service worth $1.04M as of Q1 2026.
- LPL Financial bought 913 California Water Service shares in Q1 2026, an estimated $41K.
- California Water Service made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4138 holding.
- LPL Financial first reported a position in California Water Service in Q2 2013 and has held it in 37 quarters since.
- LPL Financial's California Water Service position peaked at $1.08M in Q1 2025.
- 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.