Voloridge Investment Management
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Voloridge Investment Management’s California Water Service CWT Stock Holding History

Voloridge Investment 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 		$1.14M Buy
+25,216
New +$1.13M ﹤0.01% 881
2025
Q4 		– Sell
-22,318
Closed -$1.02M – 1188
2025
Q3 		$1.02M Buy
+22,318
New +$1.03M ﹤0.01% 1041
2025
Q1 		– Sell
-19,883
Closed -$901K – 1207
2024
Q4 		$901K Buy
19,883
+9,581
+93% +$484K ﹤0.01% 1049
2024
Q3 		$559K Sell
10,302
-91,455
-90% -$4.85M ﹤0.01% 1073
2024
Q2 		$4.93M Buy
101,757
+38,689
+61% +$1.88M 0.02% 755
2024
Q1 		$2.93M Buy
63,068
+29,891
+90% +$1.4M 0.01% 774
2023
Q4 		$1.72M Sell
33,177
-31,762
-49% -$1.6M 0.01% 864
2023
Q3 		$3.07M Sell
64,939
-22,371
-26% -$1.13M 0.02% 802
2023
Q2 		$4.51M Buy
87,310
+6,524
+8% +$366K 0.02% 706
2023
Q1 		$4.7M Buy
80,786
+47,944
+146% +$2.84M 0.02% 689
2022
Q4 		$1.99M Buy
32,842
+9,192
+39% +$552K 0.01% 964
2022
Q3 		$1.25M Buy
23,650
+5,743
+32% +$337K 0.01% 1101
2022
Q2 		$995K Buy
+17,907
New +$965K 0.01% 1190

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VPM
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T. Rowe Price Investment Management
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State Street
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VCM
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NI
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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