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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vanguard Personalized Indexing Management's CWT Position: Q1 2026 in Review

Vanguard Personalized Indexing Management opened a new position in California Water Service (CWT) in Q1 2026: 7,195 shares worth $326K. The stake represents ﹤0.01% of the portfolio and ranks #1564 among its holdings. This is a return to the name: Vanguard Personalized Indexing Management previously reported a position in CWT as recently as Q3 2025.

Vanguard Personalized Indexing Management first reported a position in CWT in Q4 2021 and has held it in 15 quarters since. The position peaked at $370K in Q1 2023. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

Vanguard Personalized Indexing Management held 7,195 shares of California Water Service worth $326K as of Q1 2026.
California Water Service was a new Vanguard Personalized Indexing Management position in Q1 2026.
California Water Service made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1564 holding.
Vanguard Personalized Indexing Management first reported a position in California Water Service in Q4 2021 and has held it in 15 quarters since.
Vanguard Personalized Indexing Management's California Water Service position peaked at $370K in Q1 2023.
337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.