Universal-Beteiligungs- und Servicegesellschaft
CWT icon

Universal-Beteiligungs- und Servicegesellschaft’s California Water Service CWT Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$2.73M Buy
60,272
+24,641
+69% +$1.11M ﹤0.01% 1128
2025
Q4 		$1.55M Buy
35,631
+23,100
+184% +$1.05M ﹤0.01% 1346
2025
Q3 		$575K Buy
12,531
+4,475
+56% +$206K ﹤0.01% 1716
2025
Q2 		$366K Sell
8,056
-395
-5% -$18.9K ﹤0.01% 1773
2025
Q1 		$410K Buy
+8,451
New +$384K ﹤0.01% 1698

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

Universal-Beteiligungs- und Servicegesellschaft's CWT Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its California Water Service (CWT) stake by 69% in Q1 2026, buying an estimated $1.11M and bringing the position to 60,272 shares worth $2.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in CWT in Q1 2025 and has held it in 5 quarters since. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 60,272 shares of California Water Service worth $2.73M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 24,641 California Water Service shares in Q1 2026, an estimated $1.11M.
  • California Water Service made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #1128 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in California Water Service in Q1 2025 and has held it in 5 quarters since.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.