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Abound Wealth Management’s American States Water AWR Stock Holding History

Abound Wealth Management’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
Q1 		– Sell
-3
Closed -$218 – 1503
2025
Q4 		$218 Hold
3
– – ﹤0.01% 1146
2025
Q3 		$220 Hold
3
– – ﹤0.01% 1091
2025
Q2 		$230 Hold
3
– – ﹤0.01% 992
2025
Q1 		$237 Hold
3
– – ﹤0.01% 929
2024
Q4 		$234 Hold
3
– – ﹤0.01% 993
2024
Q3 		$250 Sell
3
-1
-25% -$81 ﹤0.01% 1040
2024
Q2 		$291 Hold
4
– – ﹤0.01% 992
2024
Q1 		$289 Hold
4
– – ﹤0.01% 1153
2023
Q4 		$322 Hold
4
– – ﹤0.01% 1126
2023
Q3 		$315 Hold
4
– – ﹤0.01% 1000
2023
Q2 		$348 Buy
+4
New +$358 ﹤0.01% 987

Other funds holding AWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Abound Wealth Management's AWR Position: Q1 2026 in Review

Abound Wealth Management sold out of American States Water (AWR) in Q1 2026, closing a stake of 3 shares — an estimated $218 sold.

Abound Wealth Management first reported a position in AWR in Q2 2023 and held it in 11 quarters. The position peaked at $348 in Q2 2023. 375 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

  • Abound Wealth Management reported no remaining American States Water position as of Q1 2026 after selling out during the quarter.
  • Abound Wealth Management sold 3 American States Water shares in Q1 2026, an estimated $218.
  • Abound Wealth Management first reported a position in American States Water in Q2 2023 and held it in 11 quarters.
  • Abound Wealth Management's American States Water position peaked at $348 in Q2 2023.
  • 375 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.