Marshall Wace
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Marshall Wace’s California Water Service CWT Stock Holding History

Marshall Wace’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 		$11.6M Buy
+256,767
New +$11.5M 0.01% 901
2025
Q2 		– Sell
-62,511
Closed -$3.03M – 2793
2025
Q1 		$3.03M Buy
62,511
+56,624
+962% +$2.57M ﹤0.01% 1285
2024
Q4 		$267K Sell
5,887
-15,408
-72% -$778K ﹤0.01% 2269
2024
Q3 		$1.15M Sell
21,295
-55,556
-72% -$2.95M ﹤0.01% 1597
2024
Q2 		$3.73M Buy
76,851
+59,956
+355% +$2.91M 0.01% 1119
2024
Q1 		$785K Sell
16,895
-8,408
-33% -$394K ﹤0.01% 1750
2023
Q4 		$1.31M Sell
25,303
-200,383
-89% -$10.1M ﹤0.01% 1383
2023
Q3 		$10.7M Sell
225,686
-233,460
-51% -$11.8M 0.02% 631
2023
Q2 		$23.7M Buy
459,146
+440,751
+2,396% +$24.7M 0.05% 420
2023
Q1 		$1.07M Buy
+18,395
New +$1.09M ﹤0.01% 1772
2022
Q2 		– Sell
-70,646
Closed -$4.19M – 3492
2022
Q1 		$4.19M Sell
70,646
-47,521
-40% -$2.86M 0.01% 1500
2021
Q4 		$8.49M Sell
118,167
-63,341
-35% -$4.07M 0.02% 989
2021
Q3 		$10.7M Buy
+181,508
New +$11.2M 0.04% 519

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

Marshall Wace's CWT Position: Q1 2026 in Review

Marshall Wace opened a new position in California Water Service (CWT) in Q1 2026: 256,767 shares worth $11.6M. The stake represents 0.01% of the portfolio and ranks #901 among its holdings. This is a return to the name: Marshall Wace previously reported a position in CWT as recently as Q1 2025.

Marshall Wace first reported a position in CWT in Q3 2021 and has held it in 13 quarters since. The position peaked at $23.7M in Q2 2023. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Marshall Wace held 256,767 shares of California Water Service worth $11.6M as of Q1 2026.
  • California Water Service was a new Marshall Wace position in Q1 2026.
  • California Water Service made up 0.01% of Marshall Wace's portfolio in Q1 2026, its #901 holding.
  • Marshall Wace first reported a position in California Water Service in Q3 2021 and has held it in 13 quarters since.
  • Marshall Wace's California Water Service position peaked at $23.7M in Q2 2023.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.