Mirabella Financial Services’s California Water Service CWT Stock Holding History

Mirabella Financial 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	$318K	Buy	+7,017	New	+$315K	0.03%	477
2023 Q3	–	Sell	-6,254	Closed	-$323K	–	429
2023 Q2	$323K	Buy	+6,254	New	+$351K	0.04%	353
2022 Q2	–	Sell	-6,774	Closed	-$402K	–	513
2022 Q1	$402K	Buy	+6,774	New	+$408K	0.04%	286
2021 Q2	–	Sell	-7,081	Closed	-$399K	–	316
2021 Q1	$399K	Buy	+7,081	New	+$392K	0.12%	139
2020 Q4	–	Sell	-6,777	Closed	-$294K	–	351
2020 Q3	$294K	Buy	+6,777	New	+$315K	0.04%	214

Other funds holding CWT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Mirabella Financial Services's CWT Position: Q1 2026 in Review

Mirabella Financial Services opened a new position in California Water Service (CWT) in Q1 2026: 7,017 shares worth $318K. The stake represents 0.03% of the portfolio and ranks #477 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in CWT as recently as Q2 2023.

Mirabella Financial Services first reported a position in CWT in Q3 2020 and has held it in 5 quarters since. The position peaked at $402K in Q1 2022. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

Mirabella Financial Services held 7,017 shares of California Water Service worth $318K as of Q1 2026.
California Water Service was a new Mirabella Financial Services position in Q1 2026.
California Water Service made up 0.03% of Mirabella Financial Services's portfolio in Q1 2026, its #477 holding.
Mirabella Financial Services first reported a position in California Water Service in Q3 2020 and has held it in 5 quarters since.
Mirabella Financial Services's California Water Service position peaked at $402K in Q1 2022.
337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.