Vanguard Personalized Indexing Management
CWT icon

Vanguard Personalized Indexing Management’s California Water Service CWT Stock Holding History

Vanguard Personalized Indexing 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
Q2 		$346K Sell
7,118
-77
-1% -$3.47K ﹤0.01% 1618
2026
Q1 		$326K Buy
+7,195
New +$323K ﹤0.01% 1564
2025
Q4 		– Sell
-5,752
Closed -$264K – 2001
2025
Q3 		$264K Buy
5,752
+757
+15% +$34.9K ﹤0.01% 1560
2025
Q2 		$227K Buy
4,995
+155
+3% +$7.42K ﹤0.01% 1570
2025
Q1 		$235K Buy
+4,840
New +$220K ﹤0.01% 1450
2024
Q4 		– Sell
-4,035
Closed -$219K – 1827
2024
Q3 		$219K Buy
+4,035
New +$214K ﹤0.01% 1487
2024
Q2 		– Sell
-5,964
Closed -$277K – 1709
2024
Q1 		$277K Sell
5,964
-273
-4% -$12.8K 0.01% 1300
2023
Q4 		$324K Buy
6,237
+1,985
+47% +$99.8K 0.01% 1190
2023
Q3 		$201K Sell
4,252
-1,372
-24% -$69.5K 0.01% 1303
2023
Q2 		$290K Sell
5,624
-726
-11% -$40.8K 0.01% 1153
2023
Q1 		$370K Buy
6,350
+1,520
+31% +$90.2K 0.01% 1013
2022
Q4 		$293K Sell
4,830
-901
-16% -$54.1K 0.01% 988
2022
Q3 		$302K Buy
5,731
+128
+2% +$7.5K 0.01% 967
2022
Q2 		$311K Buy
5,603
+680
+14% +$36.6K 0.01% 976
2022
Q1 		$292K Buy
4,923
+1,074
+28% +$64.7K 0.01% 1000
2021
Q4 		$277K Buy
+3,849
New +$247K 0.02% 889

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Personalized Indexing Management's CWT Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its California Water Service (CWT) stake by 1.1% in Q2 2026, selling an estimated $3.47K and leaving 7,118 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

Vanguard Personalized Indexing Management first reported a position in CWT in Q4 2021 and has held it in 16 quarters since. The position peaked at $370K in Q1 2023. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Vanguard Personalized Indexing Management held 7,118 shares of California Water Service worth $346K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 77 California Water Service shares in Q2 2026, an estimated $3.47K.
  • California Water Service made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1618 holding.
  • Vanguard Personalized Indexing Management first reported a position in California Water Service in Q4 2021 and has held it in 16 quarters since.
  • Vanguard Personalized Indexing Management's California Water Service position peaked at $370K in Q1 2023.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.