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Rothschild Investment LLC’s California Water Service CWT Stock Holding History

Rothschild Investment LLC’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 		$136K Buy
2,789
+119
+4% +$5.37K 0.01% 965
2026
Q1 		$121K Buy
2,670
+145
+6% +$6.5K 0.01% 825
2025
Q4 		$109K Sell
2,525
-5
-0.2% -$228 0.01% 780
2025
Q3 		$116K Sell
2,530
-219
-8% -$10.1K 0.01% 764
2025
Q2 		$125K Buy
2,749
+55
+2% +$2.63K 0.01% 595
2025
Q1 		$131K Buy
2,694
+55
+2% +$2.5K 0.01% 584
2024
Q4 		$120K Sell
2,639
-25
-0.9% -$1.26K 0.01% 598
2024
Q3 		$144K Buy
2,664
+40
+2% +$2.12K 0.01% 583
2024
Q2 		$127K Buy
2,624
+20
+0.8% +$972 0.01% 582
2024
Q1 		$121K Buy
2,604
+5
+0.2% +$234 0.01% 559
2023
Q4 		$135K Buy
+2,599
New +$131K 0.01% 481

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
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
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

Rothschild Investment LLC's CWT Position: Q2 2026 in Review

Rothschild Investment LLC increased its California Water Service (CWT) stake by 4.5% in Q2 2026, buying an estimated $5.37K and bringing the position to 2,789 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #965.

Rothschild Investment LLC first reported a position in CWT in Q4 2023 and has held it in 11 quarters since. The position peaked at $144K in Q3 2024. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Rothschild Investment LLC held 2,789 shares of California Water Service worth $136K as of Q2 2026.
  • Rothschild Investment LLC bought 119 California Water Service shares in Q2 2026, an estimated $5.37K.
  • California Water Service made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #965 holding.
  • Rothschild Investment LLC first reported a position in California Water Service in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's California Water Service position peaked at $144K in Q3 2024.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.