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Xponance’s California Water Service CWT Stock Holding History

Xponance’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 		$338K Buy
6,943
+438
+7% +$19.8K ﹤0.01% 1333
2026
Q1 		$295K Buy
6,505
+1,772
+37% +$79.5K ﹤0.01% 1279
2025
Q4 		$205K Buy
4,733
+36
+0.8% +$1.64K ﹤0.01% 1380
2025
Q3 		$216K Buy
4,697
+56
+1% +$2.58K ﹤0.01% 1332
2025
Q2 		$211K Buy
4,641
+137
+3% +$6.56K ﹤0.01% 1305
2025
Q1 		$218K Buy
+4,504
New +$205K ﹤0.01% 1238
2024
Q4 		– Sell
-3,755
Closed -$204K – 1450
2024
Q3 		$204K Buy
+3,755
New +$199K ﹤0.01% 1253

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

Xponance's CWT Position: Q2 2026 in Review

Xponance increased its California Water Service (CWT) stake by 6.7% in Q2 2026, buying an estimated $19.8K and bringing the position to 6,943 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

Xponance first reported a position in CWT in Q3 2024 and has held it in 7 quarters since. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Xponance held 6,943 shares of California Water Service worth $338K as of Q2 2026.
  • Xponance bought 438 California Water Service shares in Q2 2026, an estimated $19.8K.
  • California Water Service made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #1333 holding.
  • Xponance first reported a position in California Water Service in Q3 2024 and has held it in 7 quarters since.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.