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MAI Capital Management’s California Water Service CWT Stock Holding History

MAI 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
Q1 		$19.8K Buy
437
+430
+6,143% +$19.3K ﹤0.01% 2794
2025
Q4 		$304 Sell
7
-200
-97% -$9.12K ﹤0.01% 3960
2025
Q3 		$9.5K Sell
207
-70
-25% -$3.22K ﹤0.01% 2756
2025
Q2 		$12.6K Buy
277
+77
+39% +$3.69K ﹤0.01% 2605
2025
Q1 		$9.69K Hold
200
– – ﹤0.01% 2486
2024
Q4 		$9.07K Buy
+200
New +$10.1K ﹤0.01% 2552

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

MAI Capital Management's CWT Position: Q1 2026 in Review

MAI Capital Management increased its California Water Service (CWT) stake by 6,143% in Q1 2026, buying an estimated $19.3K and bringing the position to 437 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2794.

MAI Capital Management first reported a position in CWT in Q4 2024 and has held it in 6 quarters since. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • MAI Capital Management held 437 shares of California Water Service worth $19.8K as of Q1 2026.
  • MAI Capital Management bought 430 California Water Service shares in Q1 2026, an estimated $19.3K.
  • California Water Service made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2794 holding.
  • MAI Capital Management first reported a position in California Water Service in Q4 2024 and has held it in 6 quarters since.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

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