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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
Q2 		– Sell
-7,017
Closed -$318K – 799
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
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

Mirabella Financial Services's CWT Position: Q2 2026 in Review

Mirabella Financial Services sold out of California Water Service (CWT) in Q2 2026, closing a stake of 7,017 shares — an estimated $318K sold.

Mirabella Financial Services first reported a position in CWT in Q3 2020 and held it in 5 quarters. The position peaked at $402K in Q1 2022. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Mirabella Financial Services reported no remaining California Water Service position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 7,017 California Water Service shares in Q2 2026, an estimated $318K.
  • Mirabella Financial Services first reported a position in California Water Service in Q3 2020 and held it in 5 quarters.
  • Mirabella Financial Services's California Water Service position peaked at $402K in Q1 2022.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.