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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Rothschild Investment LLC's CWT Position: Q1 2026 in Review

Rothschild Investment LLC increased its California Water Service (CWT) stake by 5.7% in Q1 2026, buying an estimated $6.5K and bringing the position to 2,670 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #825.

Rothschild Investment LLC first reported a position in CWT in Q4 2023 and has held it in 10 quarters since. The position peaked at $144K in Q3 2024. 338 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Rothschild Investment LLC held 2,670 shares of California Water Service worth $121K as of Q1 2026.
  • Rothschild Investment LLC bought 145 California Water Service shares in Q1 2026, an estimated $6.5K.
  • California Water Service made up 0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #825 holding.
  • Rothschild Investment LLC first reported a position in California Water Service in Q4 2023 and has held it in 10 quarters since.
  • Rothschild Investment LLC's California Water Service position peaked at $144K in Q3 2024.
  • 338 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.