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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
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 $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

Midwest Trust's CWT Position: Q1 2026 in Review

Midwest Trust reduced its California Water Service (CWT) stake by 2.9% in Q1 2026, selling an estimated $71.6K and leaving 52,833 shares worth $2.4M. The position accounts for 0.03% of the portfolio, ranked #270.

Midwest Trust first reported a position in CWT in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.53M in Q3 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Midwest Trust held 52,833 shares of California Water Service worth $2.4M as of Q1 2026.
  • Midwest Trust sold 1,595 California Water Service shares in Q1 2026, an estimated $71.6K.
  • California Water Service made up 0.03% of Midwest Trust's portfolio in Q1 2026, its #270 holding.
  • Midwest Trust first reported a position in California Water Service in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's California Water Service position peaked at $2.53M in Q3 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.