Ray Dalio’s California Water Service CWT Stock Holding History

Ray Dalio’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	$262K	Buy	+5,771	New	+$259K	﹤0.01%	957
2024 Q2	–	Sell	-4,305	Closed	-$200K	–	891
2024 Q1	$200K	Sell	4,305 -11,390	-73%	-$534K	﹤0.01%	675
2023 Q4	$814K	Sell	15,695 -937	-6%	-$47.1K	﹤0.01%	661
2023 Q3	$787K	Sell	16,632 -2,568	-13%	-$130K	﹤0.01%	644
2023 Q2	$991K	Sell	19,200 -13,900	-42%	-$780K	0.01%	577
2023 Q1	$1.93M	Buy	33,100 +181	+0.5%	+$10.7K	0.01%	464
2022 Q4	$2M	Sell	32,919 -1,194	-4%	-$71.7K	0.01%	532
2022 Q3	$1.8M	Sell	34,113 -6,167	-15%	-$362K	0.01%	585
2022 Q2	$2.24M	Buy	40,280 +1,588	+4%	+$85.6K	0.01%	660
2022 Q1	$2.29M	Buy	38,692 +23,361	+152%	+$1.41M	0.01%	652
2021 Q4	$1.1M	Buy	+15,331	New	+$986K	0.01%	553

Other funds holding CWT

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 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

Ray Dalio's CWT Position: Q1 2026 in Review

Ray Dalio opened a new position in California Water Service (CWT) in Q1 2026: 5,771 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #957 among its holdings. This is a return to the name: Ray Dalio previously reported a position in CWT as recently as Q1 2024.

Ray Dalio first reported a position in CWT in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.29M in Q1 2022. 339 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

Ray Dalio held 5,771 shares of California Water Service worth $262K as of Q1 2026.
California Water Service was a new Ray Dalio position in Q1 2026.
California Water Service made up ﹤0.01% of Ray Dalio's portfolio in Q1 2026, its #957 holding.
Ray Dalio first reported a position in California Water Service in Q4 2021 and has held it in 11 quarters since.
Ray Dalio's California Water Service position peaked at $2.29M in Q1 2022.
339 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.