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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
Q2 		$74.3K Hold
1,528
– – ﹤0.01% 1008
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 $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 $3.37T AUM 44.26% 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

Mather Group's CWT Position: Q2 2026 in Review

Mather Group held its California Water Service (CWT) position steady in Q2 2026 at 1,528 shares worth $74.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Mather Group first reported a position in CWT in Q1 2025 and has held it in 4 quarters since. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Mather Group held 1,528 shares of California Water Service worth $74.3K as of Q2 2026.
  • Mather Group left its California Water Service share count unchanged in Q2 2026.
  • California Water Service made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1008 holding.
  • Mather Group first reported a position in California Water Service in Q1 2025 and has held it in 4 quarters since.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.