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Mather Group’s California Water Service CWT Stock Holding History

Mather Group’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 		$69.3K Buy
+1,528
New +$68.6K ﹤0.01% 986
2025
Q4 		– Sell
-1,528
Closed -$70.1K – 879
2025
Q3 		$70.1K Buy
+1,528
New +$70.3K ﹤0.01% 835
2025
Q2 		– Sell
-1,528
Closed -$74K – 869
2025
Q1 		$74K Buy
+1,528
New +$69.4K ﹤0.01% 827

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

Mather Group's CWT Position: Q1 2026 in Review

Mather Group opened a new position in California Water Service (CWT) in Q1 2026: 1,528 shares worth $69.3K. The stake represents ﹤0.01% of the portfolio and ranks #986 among its holdings. This is a return to the name: Mather Group previously reported a position in CWT as recently as Q3 2025.

Mather Group first reported a position in CWT in Q1 2025 and has held it in 3 quarters since. The position peaked at $74K in Q1 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Mather Group held 1,528 shares of California Water Service worth $69.3K as of Q1 2026.
  • California Water Service was a new Mather Group position in Q1 2026.
  • California Water Service made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #986 holding.
  • Mather Group first reported a position in California Water Service in Q1 2025 and has held it in 3 quarters since.
  • Mather Group's California Water Service position peaked at $74K in Q1 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.