Simplex Trading
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Simplex Trading’s California Water Service CWT Stock Holding History

Simplex Trading’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 		$14.8K Buy
+326
New +$14.6K ﹤0.01% 7008
2025
Q4 		– Sell
-46
Closed -$2.1K – 8829
2025
Q3 		$2K Sell
46
-272
-86% -$12.5K ﹤0.01% 8622
2025
Q2 		$14K Buy
318
+240
+308% +$11.5K ﹤0.01% 7049
2025
Q1 		$3K Buy
+78
New +$3.54K ﹤0.01% 7795
2024
Q3 		– Sell
-37
Closed -$1.96K – 8664
2024
Q2 		$1K Sell
37
-13
-26% -$632 ﹤0.01% 8449
2024
Q1 		$2K Buy
50
+29
+138% +$1.36K ﹤0.01% 8378
2023
Q4 		$1K Buy
+21
New +$1.06K ﹤0.01% 8458
2023
Q3 		– Sell
-199
Closed -$10K – 8837
2023
Q2 		$10K Buy
+199
New +$11.2K ﹤0.01% 7385
2022
Q2 		– Sell
-119
Closed -$6.41K – 10125
2022
Q1 		$7K Sell
119
-1,516
-93% -$91.4K ﹤0.01% 9153
2021
Q4 		$117K Buy
+1,635
New +$105K ﹤0.01% 5997
2021
Q2 		– Sell
-716
Closed -$41.3K – 10129
2021
Q1 		$40K Buy
+716
New +$39.7K ﹤0.01% 6850
2020
Q3 		– Sell
-2
Closed -$93 – 7887
2020
Q2 		$0 Buy
+2
New +$94 ﹤0.01% 7712
2019
Q3 		– Sell
-113
Closed -$6.05K – 7341
2019
Q2 		$5K Sell
113
-5,670
-98% -$285K ﹤0.01% 6445
2019
Q1 		$313K Buy
5,783
+5,623
+3,514% +$283K ﹤0.01% 3151
2018
Q4 		$7K Buy
+160
New +$7.08K ﹤0.01% 6041
2018
Q2 		– Sell
-85
Closed -$3.33K – 7437
2018
Q1 		$3K Sell
85
-1,147
-93% -$45.8K ﹤0.01% 4958
2017
Q4 		$55K Buy
+1,232
New +$53.1K ﹤0.01% 2350
2017
Q2 		– Sell
-294
Closed -$10.5K – 6202
2017
Q1 		$10K Buy
+294
New +$10.2K ﹤0.01% 3952
2015
Q2 		– Sell
-50
Closed -$1K – 5287
2015
Q1 		$1K Buy
+50
New +$1.24K ﹤0.01% 4433

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

Simplex Trading's CWT Position: Q1 2026 in Review

Simplex Trading opened a new position in California Water Service (CWT) in Q1 2026: 326 shares worth $14.8K. The stake represents ﹤0.01% of the portfolio and ranks #7008 among its holdings. This is a return to the name: Simplex Trading previously reported a position in CWT as recently as Q3 2025.

Simplex Trading first reported a position in CWT in Q1 2015 and has held it in 19 quarters since. The position peaked at $313K in Q1 2019. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Simplex Trading held 326 shares of California Water Service worth $14.8K as of Q1 2026.
  • California Water Service was a new Simplex Trading position in Q1 2026.
  • California Water Service made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #7008 holding.
  • Simplex Trading first reported a position in California Water Service in Q1 2015 and has held it in 19 quarters since.
  • Simplex Trading's California Water Service position peaked at $313K in Q1 2019.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.