NewEdge Advisors’s California Water Service CWT Stock Holding History

NewEdge Advisors’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	$8.95K	Buy	197 +11	+6%	+$493	﹤0.01%	3429
2025 Q4	$8.04K	Buy	186 +11	+6%	+$502	﹤0.01%	3532
2025 Q3	$8.02K	Buy	+175	New	+$8.06K	﹤0.01%	3399
2023 Q4	–	Sell	-5	Closed	-$237	–	3772
2023 Q3	$237	Hold	5	–	–	﹤0.01%	3309
2023 Q2	$258	Buy	+5	New	+$281	﹤0.01%	3366
2023 Q1	–	Sell	-19	Closed	-$1.15K	–	3571
2022 Q4	$1.15K	Buy	+19	New	+$1.14K	﹤0.01%	2994
2017 Q3	–	Sell	-1,037	Closed	-$38.2K	–	518
2017 Q2	$38.2K	Buy	+1,037	New	+$37.1K	0.01%	584

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

NewEdge Advisors's CWT Position: Q1 2026 in Review

NewEdge Advisors increased its California Water Service (CWT) stake by 5.9% in Q1 2026, buying an estimated $493 and bringing the position to 197 shares worth $8.95K. The position accounts for ﹤0.01% of the portfolio, ranked #3429.

NewEdge Advisors first reported a position in CWT in Q2 2017 and has held it in 7 quarters since. The position peaked at $38.2K in Q2 2017. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

NewEdge Advisors held 197 shares of California Water Service worth $8.95K as of Q1 2026.
NewEdge Advisors bought 11 California Water Service shares in Q1 2026, an estimated $493.
California Water Service made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3429 holding.
NewEdge Advisors first reported a position in California Water Service in Q2 2017 and has held it in 7 quarters since.
NewEdge Advisors's California Water Service position peaked at $38.2K in Q2 2017.
337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.