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Atria Investments’s American States Water AWR Stock Holding History

Atria Investments’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 		$674K Sell
8,157
-284
-3% -$22K 0.01% 1356
2026
Q1 		$638K Buy
8,441
+1,324
+19% +$97.6K 0.01% 1311
2025
Q4 		$516K Sell
7,117
-163
-2% -$12K 0.01% 1425
2025
Q3 		$534K Buy
7,280
+3,394
+87% +$253K 0.01% 1382
2025
Q2 		$298K Buy
+3,886
New +$305K ﹤0.01% 1718

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 $3.38T AUM 44.17% 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

Atria Investments's AWR Position: Q2 2026 in Review

Atria Investments reduced its American States Water (AWR) stake by 3.4% in Q2 2026, selling an estimated $22K and leaving 8,157 shares worth $674K. The position accounts for 0.01% of the portfolio, ranked #1356.

Atria Investments first reported a position in AWR in Q2 2025 and has held it in 5 quarters since. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Atria Investments held 8,157 shares of American States Water worth $674K as of Q2 2026.
  • Atria Investments sold 284 American States Water shares in Q2 2026, an estimated $22K.
  • American States Water made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1356 holding.
  • Atria Investments first reported a position in American States Water in Q2 2025 and has held it in 5 quarters since.
  • 410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.