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
Q2 		$73K Sell
1,500
-300
-17% -$13.5K ﹤0.01% 5913
2026
Q1 		$81.6K Buy
1,800
+1,600
+800% +$71.8K ﹤0.01% 5324
2025
Q4 		$8.67K Buy
+200
New +$9.12K ﹤0.01% 7076
2025
Q3 		– Sell
-2,600
Closed -$118K – 9217
2025
Q2 		$118K Buy
2,600
+2,100
+420% +$100K ﹤0.01% 5067
2025
Q1 		$24K Buy
500
+400
+400% +$18.2K ﹤0.01% 6420
2024
Q4 		$4K Sell
100
-300
-75% -$15.1K ﹤0.01% 7715
2024
Q3 		$21K Sell
400
-100
-20% -$5.3K ﹤0.01% 6629
2024
Q2 		$24K Buy
500
+300
+150% +$14.6K ﹤0.01% 6728
2024
Q1 		$9K Buy
+200
New +$9.38K ﹤0.01% 7661
2023
Q3 		– Sell
-500
Closed -$25K – 8838
2023
Q2 		$25K Buy
+500
New +$28.1K ﹤0.01% 6532
2022
Q1 		– Sell
-100
Closed -$7K – 10541
2021
Q4 		$7K Buy
+100
New +$6.43K ﹤0.01% 9286
2020
Q4 		– Sell
-8
Closed -$34K – 8455
2020
Q3 		$34K Buy
8
+7
+700% +$326 ﹤0.01% 5956
2020
Q2 		$4K Sell
1
-1
-50% -$47 ﹤0.01% 7038
2020
Q1 		$10K Hold
2
– – ﹤0.01% 6459
2019
Q4 		$10K Hold
2
– – ﹤0.01% 6374
2019
Q3 		$10K Buy
+2
New +$107 ﹤0.01% 6239
2019
Q2 		– Sell
-5
Closed -$27K – 7213
2019
Q1 		$27K Buy
+5
New +$252 ﹤0.01% 5489
2018
Q3 		– Sell
-6
Closed -$23K – 7501
2018
Q2 		$23K Buy
+6
New +$235 ﹤0.01% 5742

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 $3.37T AUM 44.26% 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

Simplex Trading's CWT Position: Q2 2026 in Review

Simplex Trading sold out of California Water Service (CWT) in Q2 2026, closing a stake of 326 shares — an estimated $14.7K sold.

Simplex Trading first reported a position in CWT in Q1 2015 and held it in 19 quarters. The position peaked at $313K in Q1 2019. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Simplex Trading reported no remaining California Water Service position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 326 California Water Service shares in Q2 2026, an estimated $14.7K.
  • Simplex Trading first reported a position in California Water Service in Q1 2015 and held it in 19 quarters.
  • Simplex Trading's California Water Service position peaked at $313K in Q1 2019.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.