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 		$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 $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.