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 Q2	$7.76K	Sell	159 -38	-19%	-$1.71K	﹤0.01%	3603
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NewEdge Advisors's CWT Position: Q2 2026 in Review

NewEdge Advisors reduced its California Water Service (CWT) stake by 19% in Q2 2026, selling an estimated $1.71K and leaving 159 shares worth $7.76K. The position accounts for ﹤0.01% of the portfolio, ranked #3603.

NewEdge Advisors first reported a position in CWT in Q2 2017 and has held it in 8 quarters since. The position peaked at $38.2K in Q2 2017. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

NewEdge Advisors held 159 shares of California Water Service worth $7.76K as of Q2 2026.
NewEdge Advisors sold 38 California Water Service shares in Q2 2026, an estimated $1.71K.
California Water Service made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3603 holding.
NewEdge Advisors first reported a position in California Water Service in Q2 2017 and has held it in 8 quarters since.
NewEdge Advisors's California Water Service position peaked at $38.2K in Q2 2017.
345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.