Voloridge Investment Management
CWT icon

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
Q2 		– Sell
-25,216
Closed -$1.14M – 863
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

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 $3.38T AUM 44.17% 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

Voloridge Investment Management's CWT Position: Q2 2026 in Review

Voloridge Investment Management sold out of California Water Service (CWT) in Q2 2026, closing a stake of 25,216 shares — an estimated $1.14M sold.

Voloridge Investment Management first reported a position in CWT in Q2 2022 and held it in 13 quarters. The position peaked at $4.93M in Q2 2024. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Voloridge Investment Management reported no remaining California Water Service position as of Q2 2026 after selling out during the quarter.
  • Voloridge Investment Management sold 25,216 California Water Service shares in Q2 2026, an estimated $1.14M.
  • Voloridge Investment Management first reported a position in California Water Service in Q2 2022 and held it in 13 quarters.
  • Voloridge Investment Management's California Water Service position peaked at $4.93M in Q2 2024.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Voloridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.