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Meeder Advisory Services’s California Water Service CWT Stock Holding History

Meeder Advisory Services’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 		– Sell
-5,261
Closed -$228K – 701
2025
Q4 		$228K Sell
5,261
-1,655
-24% -$75.5K 0.01% 604
2025
Q3 		$317K Sell
6,916
-15
-0.2% -$691 0.01% 477
2025
Q2 		$315K Buy
+6,931
New +$332K 0.02% 476
2023
Q2 		– Sell
-5,207
Closed -$303K – 439
2023
Q1 		$303K Sell
5,207
-1,266
-20% -$75.1K 0.03% 359
2022
Q4 		$393K Buy
+6,473
New +$389K 0.05% 300

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

Meeder Advisory Services's CWT Position: Q1 2026 in Review

Meeder Advisory Services sold out of California Water Service (CWT) in Q1 2026, closing a stake of 5,261 shares — an estimated $228K sold.

Meeder Advisory Services first reported a position in CWT in Q4 2022 and held it in 5 quarters. The position peaked at $393K in Q4 2022. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Meeder Advisory Services reported no remaining California Water Service position as of Q1 2026 after selling out during the quarter.
  • Meeder Advisory Services sold 5,261 California Water Service shares in Q1 2026, an estimated $228K.
  • Meeder Advisory Services first reported a position in California Water Service in Q4 2022 and held it in 5 quarters.
  • Meeder Advisory Services's California Water Service position peaked at $393K in Q4 2022.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.