CJ
AWR icon

Caitlin John’s American States Water AWR Stock Holding History

Caitlin John’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 		$331 Sell
4
-717
-99% -$55.6K ﹤0.01% 962
2026
Q1 		$54.5K Sell
721
-814
-53% -$60K 0.03% 299
2025
Q4 		$111K Buy
+1,535
New +$113K 0.07% 221

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

Caitlin John's AWR Position: Q2 2026 in Review

Caitlin John reduced its American States Water (AWR) stake by 99% in Q2 2026, selling an estimated $55.6K and leaving 4 shares worth $331. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Caitlin John first reported a position in AWR in Q4 2025 and has held it in 3 quarters since. The position peaked at $111K in Q4 2025. 408 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Caitlin John held 4 shares of American States Water worth $331 as of Q2 2026.
  • Caitlin John sold 717 American States Water shares in Q2 2026, an estimated $55.6K.
  • American States Water made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #962 holding.
  • Caitlin John first reported a position in American States Water in Q4 2025 and has held it in 3 quarters since.
  • Caitlin John's American States Water position peaked at $111K in Q4 2025.
  • 408 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.