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Bell Investment Advisors’s American States Water AWR Stock Holding History

Bell Investment Advisors’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 		$579 Hold
7
– – ﹤0.01% 1684
2026
Q1 		$530 Sell
7
-21
-75% -$1.55K ﹤0.01% 1718
2025
Q4 		$2.03K Hold
28
– – ﹤0.01% 1348
2025
Q3 		$2.05K Hold
28
– – ﹤0.01% 1320
2025
Q2 		$2.15K Buy
28
+1
+4% +$78 ﹤0.01% 1343
2025
Q1 		$2.13K Buy
27
+7
+35% +$527 ﹤0.01% 1290
2024
Q4 		$1.55K Hold
20
– – ﹤0.01% 1424
2024
Q3 		$1.67K Sell
20
-7
-26% -$565 ﹤0.01% 1423
2024
Q2 		$1.96K Sell
27
-3
-10% -$216 ﹤0.01% 1363
2024
Q1 		$2.17K Sell
30
-15
-33% -$1.12K ﹤0.01% 1323
2023
Q4 		$3.62K Sell
45
-13
-22% -$1.04K ﹤0.01% 1054
2023
Q3 		$4.56K Hold
58
– – ﹤0.01% 859
2023
Q2 		$5.05K Sell
58
-48
-45% -$4.3K ﹤0.01% 819
2023
Q1 		$9.42K Hold
106
– – ﹤0.01% 507
2022
Q4 		$9.81K Buy
106
+3
+3% +$273 ﹤0.01% 494
2022
Q3 		$8K Buy
103
+10
+11% +$849 ﹤0.01% 471
2022
Q2 		$8K Buy
+93
New +$7.48K ﹤0.01% 484
2021
Q4 		$10K Buy
98
+34
+53% +$3.2K ﹤0.01% 478
2021
Q3 		$5K Buy
+64
New +$5.63K ﹤0.01% 685

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

Bell Investment Advisors's AWR Position: Q2 2026 in Review

Bell Investment Advisors held its American States Water (AWR) position steady in Q2 2026 at 7 shares worth $579. The position accounts for ﹤0.01% of the portfolio, ranked #1684.

Bell Investment Advisors first reported a position in AWR in Q3 2021 and has held it in 19 quarters since. The position peaked at $10K in Q4 2021. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Bell Investment Advisors held 7 shares of American States Water worth $579 as of Q2 2026.
  • Bell Investment Advisors left its American States Water share count unchanged in Q2 2026.
  • American States Water made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1684 holding.
  • Bell Investment Advisors first reported a position in American States Water in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's American States Water position peaked at $10K in Q4 2021.
  • 410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.