Aigen Investment Management’s American States Water AWR Stock Holding History

Aigen Investment 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 Q2	$236K	Sell	2,862 -9,553	-77%	-$741K	0.06%	384
2026 Q1	$939K	Buy	12,415 +2,013	+19%	+$148K	0.24%	114
2025 Q4	$754K	Sell	10,402 -7,228	-41%	-$532K	0.17%	170
2025 Q3	$1.29M	Buy	+17,630	New	+$1.31M	0.2%	148
2025 Q1	–	Sell	-5,428	Closed	-$422K	–	758
2024 Q4	$422K	Sell	5,428 -319	-6%	-$26.6K	0.07%	380
2024 Q3	$479K	Sell	5,747 -2,858	-33%	-$231K	0.09%	338
2024 Q2	$624K	Buy	8,605 +2,495	+41%	+$180K	0.12%	245
2024 Q1	$441K	Buy	+6,110	New	+$456K	0.1%	313
2020 Q4	–	Sell	-10,244	Closed	-$768K	–	782
2020 Q3	$768K	Sell	10,244 -4,514	-31%	-$347K	0.1%	317
2020 Q2	$1.16M	Buy	+14,758	New	+$1.18M	0.15%	214

Other funds holding AWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Aigen Investment Management's AWR Position: Q2 2026 in Review

Aigen Investment Management reduced its American States Water (AWR) stake by 77% in Q2 2026, selling an estimated $741K and leaving 2,862 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #384.

Aigen Investment Management first reported a position in AWR in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.29M in Q3 2025. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

Aigen Investment Management held 2,862 shares of American States Water worth $236K as of Q2 2026.
Aigen Investment Management sold 9,553 American States Water shares in Q2 2026, an estimated $741K.
American States Water made up 0.06% of Aigen Investment Management's portfolio in Q2 2026, its #384 holding.
Aigen Investment Management first reported a position in American States Water in Q2 2020 and has held it in 10 quarters since.
Aigen Investment Management's American States Water position peaked at $1.29M in Q3 2025.
410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.