Rothwell Investment Advisors, LLC’s American States Water AWR Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio AWR Stock Details AWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.8K	Buy	+120	New	+$10.4K	0.01%	779

Other funds holding AWR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothwell Investment Advisors, LLC's AWR Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in American States Water (AWR) in Q3 2026: 120 shares worth $9.8K. The stake represents 0.01% of the portfolio and ranks #779 among its holdings.

184 funds tracked by Wall St. Rank hold AWR as of Q3 2026.

Rothwell Investment Advisors, LLC held 120 shares of American States Water worth $9.8K as of Q3 2026.
American States Water was a new Rothwell Investment Advisors, LLC position in Q3 2026.
American States Water made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #779 holding.
184 funds tracked by Wall St. Rank held American States Water as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.