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AmeriFlex Group’s American States Water AWR Stock Holding History

AmeriFlex Group’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 		$68.1K Buy
824
+9
+1% +$698 0.03% 421
2026
Q1 		$61.6K Buy
815
+6
+0.7% +$442 0.03% 384
2025
Q4 		$58.7K Buy
+809
New +$59.5K 0.03% 388
2025
Q3 		– Sell
-248
Closed -$19.1K – 1101
2025
Q2 		$19.1K Sell
248
-805
-76% -$63.2K 0.01% 581
2025
Q1 		$82.8K Hold
1,053
– – 0.03% 371
2024
Q4 		$78.4K Buy
+1,053
New +$87.7K 0.04% 346

Other funds holding AWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AmeriFlex Group's AWR Position: Q2 2026 in Review

AmeriFlex Group increased its American States Water (AWR) stake by 1.1% in Q2 2026, buying an estimated $698 and bringing the position to 824 shares worth $68.1K. The position accounts for 0.03% of the portfolio, ranked #421.

AmeriFlex Group first reported a position in AWR in Q4 2024 and has held it in 6 quarters since. The position peaked at $82.8K in Q1 2025. 409 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • AmeriFlex Group held 824 shares of American States Water worth $68.1K as of Q2 2026.
  • AmeriFlex Group bought 9 American States Water shares in Q2 2026, an estimated $698.
  • American States Water made up 0.03% of AmeriFlex Group's portfolio in Q2 2026, its #421 holding.
  • AmeriFlex Group first reported a position in American States Water in Q4 2024 and has held it in 6 quarters since.
  • AmeriFlex Group's American States Water position peaked at $82.8K in Q1 2025.
  • 409 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.