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

Westside 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 		$1.18K Hold
26
– – ﹤0.01% 1370
2025
Q4 		$1.13K Buy
+26
New +$1.19K ﹤0.01% 1371
2018
Q4 		– Sell
-418
Closed -$17.6K – 722
2018
Q3 		$17.6K Hold
418
– – 0.01% 384
2018
Q2 		$16.7K Hold
418
– – 0.01% 442
2018
Q1 		$14.9K Hold
418
– – 0.01% 451
2017
Q4 		$18.5K Hold
418
– – 0.01% 423
2017
Q3 		$17.1K Hold
418
– – 0.01% 421
2017
Q2 		$15.4K Hold
418
– – 0.01% 431
2017
Q1 		$15.1K Hold
418
– – 0.01% 407
2016
Q4 		$13.9K Buy
+418
New +$13.8K 0.01% 338

Other funds holding CWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
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

Westside Investment Management's CWT Position: Q1 2026 in Review

Westside Investment Management held its California Water Service (CWT) position steady in Q1 2026 at 26 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Westside Investment Management first reported a position in CWT in Q4 2016 and has held it in 10 quarters since. The position peaked at $18.5K in Q4 2017. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Westside Investment Management held 26 shares of California Water Service worth $1.18K as of Q1 2026.
  • Westside Investment Management left its California Water Service share count unchanged in Q1 2026.
  • California Water Service made up ﹤0.01% of Westside Investment Management's portfolio in Q1 2026, its #1370 holding.
  • Westside Investment Management first reported a position in California Water Service in Q4 2016 and has held it in 10 quarters since.
  • Westside Investment Management's California Water Service position peaked at $18.5K in Q4 2017.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.