MassMutual Private Wealth & Trust’s California Water Service CWT Stock Holding History

MassMutual Private Wealth & Trust’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	$8.56K	Sell	176 -187	-52%	-$8.43K	﹤0.01%	1470
2026 Q1	$16.5K	Sell	363 -33	-8%	-$1.48K	﹤0.01%	1160
2025 Q4	$17.2K	Buy	396 +19	+5%	+$866	﹤0.01%	1182
2025 Q3	$17.3K	Sell	377 -20	-5%	-$921	﹤0.01%	1179
2025 Q2	$18.1K	Buy	397 +46	+13%	+$2.2K	﹤0.01%	1142
2025 Q1	$17K	Buy	351 +277	+374%	+$12.6K	﹤0.01%	1095
2024 Q4	$3.35K	Buy	74 +1	+1%	+$50	﹤0.01%	1677
2024 Q3	$3.96K	Buy	73 +5	+7%	+$265	﹤0.01%	1452
2024 Q2	$3.3K	Buy	68 +46	+209%	+$2.23K	﹤0.01%	1466
2024 Q1	$1.02K	Sell	22 -135	-86%	-$6.33K	﹤0.01%	1691
2023 Q4	$8.14K	Buy	157 +3	+2%	+$151	﹤0.01%	1090
2023 Q3	$7.29K	Buy	154 +111	+258%	+$5.62K	﹤0.01%	1123
2023 Q2	$2.22K	Buy	43 +31	+258%	+$1.74K	﹤0.01%	1442
2023 Q1	$698	Sell	12 -24	-67%	-$1.42K	﹤0.01%	1627
2022 Q4	$2K	Sell	36 -1	-3%	-$60	﹤0.01%	1234
2022 Q3	$2K	Buy	37 +25	+208%	+$1.47K	﹤0.01%	1194
2022 Q2	$1K	Sell	12 -78	-87%	-$4.2K	﹤0.01%	1282
2022 Q1	$5K	Buy	90 +65	+260%	+$3.92K	﹤0.01%	914
2021 Q4	$2K	Buy	+25	New	+$1.61K	﹤0.01%	1081

Other funds holding CWT

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

MassMutual Private Wealth & Trust's CWT Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its California Water Service (CWT) stake by 52% in Q2 2026, selling an estimated $8.43K and leaving 176 shares worth $8.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

MassMutual Private Wealth & Trust first reported a position in CWT in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.1K in Q2 2025. 37 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

MassMutual Private Wealth & Trust held 176 shares of California Water Service worth $8.56K as of Q2 2026.
MassMutual Private Wealth & Trust sold 187 California Water Service shares in Q2 2026, an estimated $8.43K.
California Water Service made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1470 holding.
MassMutual Private Wealth & Trust first reported a position in California Water Service in Q4 2021 and has held it in 19 quarters since.
MassMutual Private Wealth & Trust's California Water Service position peaked at $18.1K in Q2 2025.
37 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.