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Midwest Trust’s California Water Service CWT Stock Holding History

Midwest 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 		$2.53M Sell
52,002
-831
-2% -$37.5K 0.03% 276
2026
Q1 		$2.4M Sell
52,833
-1,595
-3% -$71.6K 0.03% 270
2025
Q4 		$2.36M Sell
54,428
-783
-1% -$35.7K 0.03% 267
2025
Q3 		$2.53M Sell
55,211
-120
-0.2% -$5.52K 0.03% 260
2025
Q2 		$2.52M Buy
+55,331
New +$2.65M 0.03% 261

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

Midwest Trust's CWT Position: Q2 2026 in Review

Midwest Trust reduced its California Water Service (CWT) stake by 1.6% in Q2 2026, selling an estimated $37.5K and leaving 52,002 shares worth $2.53M. The position accounts for 0.03% of the portfolio, ranked #276.

Midwest Trust first reported a position in CWT in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.53M in Q3 2025. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Midwest Trust held 52,002 shares of California Water Service worth $2.53M as of Q2 2026.
  • Midwest Trust sold 831 California Water Service shares in Q2 2026, an estimated $37.5K.
  • California Water Service made up 0.03% of Midwest Trust's portfolio in Q2 2026, its #276 holding.
  • Midwest Trust first reported a position in California Water Service in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's California Water Service position peaked at $2.53M in Q3 2025.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.