AF
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Advisornet Financial’s American States Water AWR Stock Holding History

Advisornet Financial’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 		$70.7K Sell
935
-1
-0.1% -$74 ﹤0.01% 936
2025
Q4 		$67.9K Buy
936
+1
+0.1% +$74 ﹤0.01% 953
2025
Q3 		$68.6K Hold
935
– – ﹤0.01% 921
2025
Q2 		$71.7K Sell
935
-8
-0.8% -$628 ﹤0.01% 869
2025
Q1 		$74.2K Hold
943
– – 0.01% 806
2024
Q4 		$73.3K Hold
943
– – 0.01% 766
2024
Q3 		$78.6K Buy
943
+8
+0.9% +$645 0.01% 763
2024
Q2 		$67.9K Sell
935
-24
-3% -$1.73K 0.01% 733
2024
Q1 		$69.3K Sell
959
-257
-21% -$19.2K 0.01% 724
2023
Q4 		$97.8K Buy
1,216
+736
+153% +$58.9K 0.01% 650
2023
Q3 		$37.8K Sell
480
-202
-30% -$17.2K ﹤0.01% 867
2023
Q2 		$59.3K Sell
682
-78
-10% -$6.98K 0.01% 769
2023
Q1 		$67.5K Hold
760
– – 0.01% 714
2022
Q4 		$70.3K Sell
760
-5
-0.7% -$456 0.01% 710
2022
Q3 		$60K Buy
765
+81
+12% +$6.88K 0.01% 797
2022
Q2 		$56K Buy
684
+15
+2% +$1.21K 0.01% 831
2022
Q1 		$60K Sell
669
-232
-26% -$20.7K ﹤0.01% 900
2021
Q4 		$93K Buy
901
+2
+0.2% +$188 0.01% 838
2021
Q3 		$77K Buy
899
+3
+0.3% +$264 0.01% 871
2021
Q2 		$71K Sell
896
-107
-11% -$8.51K ﹤0.01% 882
2021
Q1 		$76K Sell
1,003
-223
-18% -$17.2K 0.01% 827
2020
Q4 		$97K Buy
1,226
+5
+0.4% +$383 0.01% 700
2020
Q3 		$92K Sell
1,221
-16
-1% -$1.23K 0.01% 694
2020
Q2 		$97K Sell
1,237
-44
-3% -$3.51K 0.01% 679
2020
Q1 		$105K Sell
1,281
-17
-1% -$1.46K 0.01% 601
2019
Q4 		$112K Buy
1,298
+3
+0.2% +$266 0.01% 646
2019
Q3 		$116K Buy
1,295
+4
+0.3% +$336 0.01% 634
2019
Q2 		$97K Buy
1,291
+3
+0.2% +$216 0.01% 618
2019
Q1 		$92K Buy
1,288
+4
+0.3% +$274 0.01% 573
2018
Q4 		$86K Buy
1,284
+4
+0.3% +$257 0.01% 555
2018
Q3 		$78K Buy
1,280
+4
+0.3% +$240 0.01% 604
2018
Q2 		$73K Buy
1,276
+5
+0.4% +$277 0.01% 606
2018
Q1 		$67K Buy
1,271
+5
+0.4% +$270 0.01% 622
2017
Q4 		$73K Buy
+1,266
New +$69.4K 0.01% 556

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

Advisornet Financial's AWR Position: Q1 2026 in Review

Advisornet Financial reduced its American States Water (AWR) stake by 0.11% in Q1 2026, selling an estimated $74 and leaving 935 shares worth $70.7K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Advisornet Financial first reported a position in AWR in Q4 2017 and has held it in 34 quarters since. The position peaked at $116K in Q3 2019. 375 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

  • Advisornet Financial held 935 shares of American States Water worth $70.7K as of Q1 2026.
  • Advisornet Financial sold 1 American States Water share in Q1 2026, an estimated $74.
  • American States Water made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #936 holding.
  • Advisornet Financial first reported a position in American States Water in Q4 2017 and has held it in 34 quarters since.
  • Advisornet Financial's American States Water position peaked at $116K in Q3 2019.
  • 375 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.