Mercer Global Advisors
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Mercer Global Advisors’s California Water Service CWT Stock Holding History

Mercer Global Advisors’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 		$1.18M Buy
24,355
+11,688
+92% +$527K ﹤0.01% 1631
2026
Q1 		$574K Sell
12,667
-425
-3% -$19.1K ﹤0.01% 1887
2025
Q4 		$567K Sell
13,092
-36,496
-74% -$1.66M ﹤0.01% 1781
2025
Q3 		$2.28M Buy
49,588
+2,339
+5% +$108K ﹤0.01% 983
2025
Q2 		$2.15M Buy
47,249
+593
+1% +$28.4K ﹤0.01% 857
2025
Q1 		$2.26M Buy
46,656
+624
+1% +$28.3K 0.01% 796
2024
Q4 		$2.09M Sell
46,032
-4,991
-10% -$252K 0.01% 811
2024
Q3 		$2.74M Sell
51,023
-3,295
-6% -$175K 0.01% 669
2024
Q2 		$2.63M Buy
54,318
+699
+1% +$34K 0.01% 643
2024
Q1 		$2.49M Buy
53,619
+1,436
+3% +$67.3K 0.01% 666
2023
Q4 		$2.71M Sell
52,183
-104
-0.2% -$5.23K 0.01% 640
2023
Q3 		$2.47M Buy
52,287
+689
+1% +$34.9K 0.01% 635
2023
Q2 		$2.66M Buy
51,598
+803
+2% +$45.1K 0.01% 639
2023
Q1 		$2.96M Buy
50,795
+697
+1% +$41.4K 0.01% 574
2022
Q4 		$3.04M Buy
50,098
+4,755
+10% +$286K 0.02% 565
2022
Q3 		$2.39M Buy
45,343
+77
+0.2% +$4.51K 0.01% 587
2022
Q2 		$2.52M Sell
45,266
-1,472
-3% -$79.3K 0.02% 554
2022
Q1 		$2.77M Sell
46,738
-2,074
-4% -$125K 0.02% 552
2021
Q4 		$3.51M Buy
48,812
+3,683
+8% +$237K 0.02% 461
2021
Q3 		$2.66M Sell
45,129
-2
-0% -$123 0.02% 515
2021
Q2 		$2.51M Buy
45,131
+58
+0.1% +$3.35K 0.02% 503
2021
Q1 		$2.54M Buy
+45,073
New +$2.5M 0.02% 455

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

Mercer Global Advisors's CWT Position: Q2 2026 in Review

Mercer Global Advisors increased its California Water Service (CWT) stake by 92% in Q2 2026, buying an estimated $527K and bringing the position to 24,355 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Mercer Global Advisors first reported a position in CWT in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.51M in Q4 2021. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Mercer Global Advisors held 24,355 shares of California Water Service worth $1.18M as of Q2 2026.
  • Mercer Global Advisors bought 11,688 California Water Service shares in Q2 2026, an estimated $527K.
  • California Water Service made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1631 holding.
  • Mercer Global Advisors first reported a position in California Water Service in Q1 2021 and has held it in 22 quarters since.
  • Mercer Global Advisors's California Water Service position peaked at $3.51M in Q4 2021.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.