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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
Q2 		– Sell
-437
Closed -$19.8K – 2681
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
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
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

MAI Capital Management's CWT Position: Q2 2026 in Review

MAI Capital Management sold out of California Water Service (CWT) in Q2 2026, closing a stake of 437 shares — an estimated $19.8K sold.

MAI Capital Management first reported a position in CWT in Q4 2024 and held it in 6 quarters. The position peaked at $19.8K in Q1 2026. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • MAI Capital Management reported no remaining California Water Service position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 437 California Water Service shares in Q2 2026, an estimated $19.8K.
  • MAI Capital Management first reported a position in California Water Service in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's California Water Service position peaked at $19.8K in Q1 2026.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.