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Smartleaf Asset Management’s California Water Service CWT Stock Holding History

Smartleaf Asset Management’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 		$10.4K Hold
212
– – ﹤0.01% 2347
2026
Q1 		$9.76K Buy
212
+61
+40% +$2.74K ﹤0.01% 2343
2025
Q4 		$6.58K Buy
151
+17
+13% +$775 ﹤0.01% 2590
2025
Q3 		$6.08K Buy
134
+81
+153% +$3.73K ﹤0.01% 2309
2025
Q2 		$2.41K Sell
53
-81
-60% -$3.88K ﹤0.01% 2277
2025
Q1 		$6.46K Sell
134
-369
-73% -$16.8K ﹤0.01% 2096
2024
Q4 		$23K Buy
503
+308
+158% +$15.5K ﹤0.01% 1572
2024
Q3 		$10.4K Buy
195
+72
+59% +$3.82K ﹤0.01% 1730
2024
Q2 		$5.95K Buy
+123
New +$5.98K ﹤0.01% 1716

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

Smartleaf Asset Management's CWT Position: Q2 2026 in Review

Smartleaf Asset Management held its California Water Service (CWT) position steady in Q2 2026 at 212 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2347.

Smartleaf Asset Management first reported a position in CWT in Q2 2024 and has held it in 9 quarters since. The position peaked at $23K in Q4 2024. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Smartleaf Asset Management held 212 shares of California Water Service worth $10.4K as of Q2 2026.
  • Smartleaf Asset Management left its California Water Service share count unchanged in Q2 2026.
  • California Water Service made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2347 holding.
  • Smartleaf Asset Management first reported a position in California Water Service in Q2 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's California Water Service position peaked at $23K in Q4 2024.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.