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Sunbelt Securities’s California Water Service CWT Stock Holding History

Sunbelt Securities’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 		$771 Sell
17
-9
-35% -$404 ﹤0.01% 2172
2025
Q4 		$1.13K Sell
26
-11
-30% -$502 ﹤0.01% 2028
2025
Q3 		$1.7K Buy
+37
New +$1.7K ﹤0.01% 1917

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

Sunbelt Securities's CWT Position: Q1 2026 in Review

Sunbelt Securities reduced its California Water Service (CWT) stake by 35% in Q1 2026, selling an estimated $404 and leaving 17 shares worth $771. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

Sunbelt Securities first reported a position in CWT in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.7K in Q3 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Sunbelt Securities held 17 shares of California Water Service worth $771 as of Q1 2026.
  • Sunbelt Securities sold 9 California Water Service shares in Q1 2026, an estimated $404.
  • California Water Service made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2172 holding.
  • Sunbelt Securities first reported a position in California Water Service in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's California Water Service position peaked at $1.7K in Q3 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.