Vontobel Holding
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Vontobel Holding’s California Water Service CWT Stock Holding History

Vontobel Holding’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
Q3 		$1.98M Buy
42,700
+2,411
+6% +$119K 0.01% 633
2026
Q2 		$1.96M Buy
40,289
+144
+0.4% +$6.49K 0.01% 637
2026
Q1 		$1.82M Buy
40,145
+6,529
+19% +$293K 0.01% 546
2025
Q4 		$1.46M Buy
33,616
+5,873
+21% +$268K ﹤0.01% 655
2025
Q3 		$1.27M Sell
27,743
-2,225
-7% -$102K ﹤0.01% 656
2025
Q2 		$1.36M Buy
29,968
+4,165
+16% +$199K ﹤0.01% 596
2025
Q1 		$1.25M Sell
25,803
-21,352
-45% -$970K ﹤0.01% 525
2024
Q4 		$2.14M Buy
47,155
+27,058
+135% +$1.37M 0.01% 440
2024
Q3 		$1.09M Sell
20,097
-1,097
-5% -$58.2K ﹤0.01% 574
2024
Q2 		$1.03M Sell
21,194
-1,547
-7% -$75.2K ﹤0.01% 564
2024
Q1 		$1.06M Sell
22,741
-2,021
-8% -$94.7K 0.01% 569
2023
Q4 		$1.28M Sell
24,762
-11
-0% -$553 0.01% 530
2023
Q3 		$1.17M Buy
24,773
+34
+0.1% +$1.72K 0.01% 547
2023
Q2 		$1.28M Buy
24,739
+2,849
+13% +$160K 0.01% 534
2023
Q1 		$1.27M Buy
+21,890
New +$1.3M 0.01% 524

Other funds holding CWT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vontobel Holding's CWT Position: Q3 2026 in Review

Vontobel Holding increased its California Water Service (CWT) stake by 6% in Q3 2026, buying an estimated $119K and bringing the position to 42,700 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #633.

Vontobel Holding first reported a position in CWT in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.14M in Q4 2024. 297 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

  • Vontobel Holding held 42,700 shares of California Water Service worth $1.98M as of Q3 2026.
  • Vontobel Holding bought 2,411 California Water Service shares in Q3 2026, an estimated $119K.
  • California Water Service made up 0.01% of Vontobel Holding's portfolio in Q3 2026, its #633 holding.
  • Vontobel Holding first reported a position in California Water Service in Q1 2023 and has held it in 15 quarters since.
  • Vontobel Holding's California Water Service position peaked at $2.14M in Q4 2024.
  • 297 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.