WT
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Washington Trust’s California Water Service CWT Stock Holding History

Washington Trust’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
2025
Q2 		– Sell
-400
Closed -$19.4K – 360
2025
Q1 		$19.4K Hold
400
– – ﹤0.01% 531
2024
Q4 		$18.1K Hold
400
– – ﹤0.01% 594
2024
Q3 		$21.7K Buy
+400
New +$21.2K ﹤0.01% 570
2020
Q2 		– Sell
-400
Closed -$20K – 899
2020
Q1 		$20K Buy
+400
New +$20.8K ﹤0.01% 549
2018
Q3 		– Sell
-400
Closed -$16K – 368
2018
Q2 		$16K Buy
+400
New +$15.6K ﹤0.01% 607

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Washington Trust's CWT Position: Q2 2025 in Review

Washington Trust sold out of California Water Service (CWT) in Q2 2025, closing a stake of 400 shares — an estimated $19.4K sold.

Washington Trust first reported a position in CWT in Q2 2018 and held it in 5 quarters. The position peaked at $21.7K in Q3 2024. 338 funds tracked by Wall St. Rank hold CWT as of Q2 2025.

  • Washington Trust reported no remaining California Water Service position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 400 California Water Service shares in Q2 2025, an estimated $19.4K.
  • Washington Trust first reported a position in California Water Service in Q2 2018 and held it in 5 quarters.
  • Washington Trust's California Water Service position peaked at $21.7K in Q3 2024.
  • 338 funds tracked by Wall St. Rank held California Water Service as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.