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Millstone Evans Group’s California Water Service CWT Stock Holding History

Millstone Evans 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
Q1 		$102K Hold
2,250
– – 0.06% 228
2025
Q4 		$97.5K Hold
2,250
– – 0.06% 231
2025
Q3 		$103K Hold
2,250
– – 0.07% 207
2025
Q2 		$102K Hold
2,250
– – 0.07% 195
2025
Q1 		$109K Hold
2,250
– – 0.07% 183
2024
Q4 		$102K Buy
+2,250
New +$114K 0.07% 189

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

Millstone Evans Group's CWT Position: Q1 2026 in Review

Millstone Evans Group held its California Water Service (CWT) position steady in Q1 2026 at 2,250 shares worth $102K. The position accounts for 0.06% of the portfolio, ranked #228.

Millstone Evans Group first reported a position in CWT in Q4 2024 and has held it in 6 quarters since. The position peaked at $109K in Q1 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Millstone Evans Group held 2,250 shares of California Water Service worth $102K as of Q1 2026.
  • Millstone Evans Group left its California Water Service share count unchanged in Q1 2026.
  • California Water Service made up 0.06% of Millstone Evans Group's portfolio in Q1 2026, its #228 holding.
  • Millstone Evans Group first reported a position in California Water Service in Q4 2024 and has held it in 6 quarters since.
  • Millstone Evans Group's California Water Service position peaked at $109K in Q1 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.