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
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 $6.73T 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

Vontobel Holding's CWT Position: Q2 2026 in Review

Vontobel Holding increased its California Water Service (CWT) stake by 0.36% in Q2 2026, buying an estimated $6.49K and bringing the position to 40,289 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #637.

Vontobel Holding first reported a position in CWT in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.14M in Q4 2024. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Vontobel Holding held 40,289 shares of California Water Service worth $1.96M as of Q2 2026.
  • Vontobel Holding bought 144 California Water Service shares in Q2 2026, an estimated $6.49K.
  • California Water Service made up 0.01% of Vontobel Holding's portfolio in Q2 2026, its #637 holding.
  • Vontobel Holding first reported a position in California Water Service in Q1 2023 and has held it in 14 quarters since.
  • Vontobel Holding's California Water Service position peaked at $2.14M in Q4 2024.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.