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Rise Advisors’s California Water Service CWT Stock Holding History

Rise 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
2025
Q4 		– Sell
-237
Closed -$10.9K – 432
2025
Q3 		$10.9K Buy
237
+1
+0.4% +$46 ﹤0.01% 943
2025
Q2 		$10.7K Buy
236
+2
+0.9% +$96 ﹤0.01% 957
2025
Q1 		$11.4K Sell
234
-123
-34% -$5.59K 0.01% 887
2024
Q4 		$16.2K Buy
357
+2
+0.6% +$101 0.01% 785
2024
Q3 		$19.2K Buy
355
+2
+0.6% +$106 0.01% 716
2024
Q2 		$17.1K Buy
353
+2
+0.6% +$97 0.01% 730
2024
Q1 		$16.3K Buy
+351
New +$16.5K 0.01% 802

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rise Advisors's CWT Position: Q4 2025 in Review

Rise Advisors sold out of California Water Service (CWT) in Q4 2025, closing a stake of 237 shares — an estimated $10.9K sold.

Rise Advisors first reported a position in CWT in Q1 2024 and held it in 7 quarters. The position peaked at $19.2K in Q3 2024. 329 funds tracked by Wall St. Rank hold CWT as of Q4 2025.

  • Rise Advisors reported no remaining California Water Service position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 237 California Water Service shares in Q4 2025, an estimated $10.9K.
  • Rise Advisors first reported a position in California Water Service in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's California Water Service position peaked at $19.2K in Q3 2024.
  • 329 funds tracked by Wall St. Rank held California Water Service as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.