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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
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 $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

Smartleaf Asset Management's CWT Position: Q1 2026 in Review

Smartleaf Asset Management increased its California Water Service (CWT) stake by 40% in Q1 2026, buying an estimated $2.74K and bringing the position to 212 shares worth $9.76K. The position accounts for ﹤0.01% of the portfolio, ranked #2343.

Smartleaf Asset Management first reported a position in CWT in Q2 2024 and has held it in 8 quarters since. The position peaked at $23K in Q4 2024. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Smartleaf Asset Management held 212 shares of California Water Service worth $9.76K as of Q1 2026.
  • Smartleaf Asset Management bought 61 California Water Service shares in Q1 2026, an estimated $2.74K.
  • California Water Service made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2343 holding.
  • Smartleaf Asset Management first reported a position in California Water Service in Q2 2024 and has held it in 8 quarters since.
  • Smartleaf Asset Management's California Water Service position peaked at $23K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.