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 Q2	$3.57M	Buy	73,443 +13,171	+22%	+$594K	0.01%	1064
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's CWT Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its California Water Service (CWT) stake by 22% in Q2 2026, buying an estimated $594K and bringing the position to 73,443 shares worth $3.57M. The position accounts for 0.01% of the portfolio, ranked #1064.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in CWT in Q1 2025 and has held it in 6 quarters since. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 73,443 shares of California Water Service worth $3.57M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft bought 13,171 California Water Service shares in Q2 2026, an estimated $594K.
California Water Service made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1064 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in California Water Service in Q1 2025 and has held it in 6 quarters since.
346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.