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NewSquare Capital’s California Water Service CWT Stock Holding History

NewSquare Capital’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
2025
Q3 		– Sell
-9
Closed -$409 – 428
2025
Q2 		$409 Sell
9
-13
-59% -$622 ﹤0.01% 1158
2025
Q1 		$1.07K Buy
+22
New +$999 ﹤0.01% 924

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NewSquare Capital's CWT Position: Q3 2025 in Review

NewSquare Capital sold out of California Water Service (CWT) in Q3 2025, closing a stake of 9 shares — an estimated $409 sold.

NewSquare Capital first reported a position in CWT in Q1 2025 and held it in 2 quarters. The position peaked at $1.07K in Q1 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q3 2025.

  • NewSquare Capital reported no remaining California Water Service position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 9 California Water Service shares in Q3 2025, an estimated $409.
  • NewSquare Capital first reported a position in California Water Service in Q1 2025 and held it in 2 quarters.
  • NewSquare Capital's California Water Service position peaked at $1.07K in Q1 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.