UBS Group’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.43M | Sell |
185,826
-28,453
| -13% | -$1.28M | ﹤0.01% | 3536 |
|
|
2025
Q4 | $9.28M | Sell |
214,279
-25,833
| -11% | -$1.18M | ﹤0.01% | 3364 |
|
|
2025
Q3 | $11M | Buy |
240,112
+68,923
| +40% | +$3.17M | ﹤0.01% | 3186 |
|
|
2025
Q2 | $7.79M | Buy |
171,189
+49,690
| +41% | +$2.38M | ﹤0.01% | 3379 |
|
|
2025
Q1 | $5.89M | Sell |
121,499
-19,592
| -14% | -$890K | ﹤0.01% | 3615 |
|
|
2024
Q4 | $6.4M | Buy |
141,091
+47,593
| +51% | +$2.4M | ﹤0.01% | 3551 |
|
|
2024
Q3 | $5.07M | Buy |
93,498
+20,121
| +27% | +$1.07M | ﹤0.01% | 3062 |
|
|
2024
Q2 | $3.56M | Sell |
73,377
-25,352
| -26% | -$1.23M | ﹤0.01% | 3180 |
|
|
2024
Q1 | $4.59M | Buy |
98,729
+19,522
| +25% | +$915K | ﹤0.01% | 3060 |
|
|
2023
Q4 | $4.11M | Buy |
79,207
+10,925
| +16% | +$550K | ﹤0.01% | 2996 |
|
|
2023
Q3 | $3.23M | Sell |
68,282
-21,306
| -24% | -$1.08M | ﹤0.01% | 2992 |
|
|
2023
Q2 | $4.63M | Buy |
89,588
+42,449
| +90% | +$2.38M | ﹤0.01% | 2670 |
|
|
2023
Q1 | $2.74M | Sell |
47,139
-19,067
| -29% | -$1.13M | ﹤0.01% | 3089 |
|
|
2022
Q4 | $4.01M | Buy |
66,206
+15,273
| +30% | +$917K | ﹤0.01% | 2708 |
|
|
2022
Q3 | $2.68M | Buy |
50,933
+5,755
| +13% | +$337K | ﹤0.01% | 2896 |
|
|
2022
Q2 | $2.51M | Sell |
45,178
-12,440
| -22% | -$670K | ﹤0.01% | 2953 |
|
|
2022
Q1 | $3.42M | Buy |
57,618
+4,981
| +9% | +$300K | ﹤0.01% | 2934 |
|
|
2021
Q4 | $3.78M | Buy |
52,637
+16,963
| +48% | +$1.09M | ﹤0.01% | 3139 |
|
|
2021
Q3 | $2.1M | Buy |
35,674
+768
| +2% | +$47.2K | ﹤0.01% | 3529 |
|
|
2021
Q2 | $1.94M | Sell |
34,906
-20,700
| -37% | -$1.19M | ﹤0.01% | 3605 |
|
|
2021
Q1 | $3.13M | Buy |
55,606
+5,220
| +10% | +$289K | ﹤0.01% | 3087 |
|
|
2020
Q4 | $2.72M | Buy |
50,386
+13,259
| +36% | +$653K | ﹤0.01% | 3092 |
|
|
2020
Q3 | $1.61M | Sell |
37,127
-5,257
| -12% | -$245K | ﹤0.01% | 3257 |
|
|
2020
Q2 | $2.02M | Sell |
42,384
-411
| -1% | -$19.4K | ﹤0.01% | 2873 |
|
|
2020
Q1 | $2.15M | Buy |
42,795
+7,543
| +21% | +$391K | ﹤0.01% | 2695 |
|
|
2019
Q4 | $1.82M | Sell |
35,252
-961
| -3% | -$50.2K | ﹤0.01% | 3654 |
|
|
2019
Q3 | $1.92M | Sell |
36,213
-4,848
| -12% | -$260K | ﹤0.01% | 3326 |
|
|
2019
Q2 | $2.08M | Buy |
41,061
+3,155
| +8% | +$159K | ﹤0.01% | 3112 |
|
|
2019
Q1 | $2.06M | Buy |
37,906
+4,879
| +15% | +$246K | ﹤0.01% | 2970 |
|
|
2018
Q4 | $1.57M | Sell |
33,027
-1,764
| -5% | -$78.1K | ﹤0.01% | 3277 |
|
|
2018
Q3 | $1.49M | Sell |
34,791
-1,467
| -4% | -$60.3K | ﹤0.01% | 3481 |
|
|
2018
Q2 | $1.41M | Buy |
36,258
+788
| +2% | +$30.8K | ﹤0.01% | 3479 |
|
|
2018
Q1 | $1.32M | Sell |
35,470
-24,669
| -41% | -$984K | ﹤0.01% | 3482 |
|
|
2017
Q4 | $2.73M | Sell |
60,139
-5,686
| -9% | -$245K | ﹤0.01% | 2915 |
|
|
2017
Q3 | $2.51M | Buy |
65,825
+6,697
| +11% | +$253K | ﹤0.01% | 2916 |
|
|
2017
Q2 | $2.18M | Sell |
59,128
-6,935
| -10% | -$248K | ﹤0.01% | 2938 |
|
|
2017
Q1 | $2.37M | Sell |
66,063
-18,041
| -21% | -$625K | ﹤0.01% | 2790 |
|
|
2016
Q4 | $2.85M | Sell |
84,104
-2,228
| -3% | -$73.8K | ﹤0.01% | 2594 |
|
|
2016
Q3 | $2.77M | Buy |
86,332
+507
| +0.6% | +$16.4K | ﹤0.01% | 2545 |
|
|
2016
Q2 | $3M | Sell |
85,825
-4,499
| -5% | -$132K | ﹤0.01% | 2428 |
|
|
2016
Q1 | $2.41M | Buy |
90,324
+10,583
| +13% | +$263K | ﹤0.01% | 2509 |
|
|
2015
Q4 | $1.86M | Buy |
79,741
+4,110
| +5% | +$93.4K | ﹤0.01% | 2861 |
|
|
2015
Q3 | $1.67M | Sell |
75,631
-2,506
| -3% | -$54.8K | ﹤0.01% | 2902 |
|
|
2015
Q2 | $1.79M | Buy |
78,137
+14,676
| +23% | +$352K | ﹤0.01% | 3083 |
|
|
2015
Q1 | $1.56M | Sell |
63,461
-17,502
| -22% | -$433K | ﹤0.01% | 3161 |
|
|
2014
Q4 | $1.99M | Buy |
+80,963
| New | +$1.98M | ﹤0.01% | 2906 |
|
Other funds holding CWT
VPM
VCM
NI
UBS Group's CWT Position: Q1 2026 in Review
UBS Group reduced its California Water Service (CWT) stake by 13% in Q1 2026, selling an estimated $1.28M and leaving 185,826 shares worth $8.43M. The position accounts for ﹤0.01% of the portfolio, ranked #3536.
UBS Group first reported a position in CWT in Q4 2014 and has held it in 46 quarters since. The position peaked at $11M in Q3 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.
- UBS Group held 185,826 shares of California Water Service worth $8.43M as of Q1 2026.
- UBS Group sold 28,453 California Water Service shares in Q1 2026, an estimated $1.28M.
- California Water Service made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3536 holding.
- UBS Group first reported a position in California Water Service in Q4 2014 and has held it in 46 quarters since.
- UBS Group's California Water Service position peaked at $11M in Q3 2025.
- 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.