Cerity Partners
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Cerity Partners’s American States Water AWR Stock Holding History

Cerity Partners’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 		$3.66M Buy
44,351
+14,914
+51% +$1.16M ﹤0.01% 1253
2026
Q1 		$2.23M Buy
29,437
+4,826
+20% +$356K ﹤0.01% 1430
2025
Q4 		$1.78M Buy
24,611
+9,830
+67% +$724K ﹤0.01% 1416
2025
Q3 		$1.08M Buy
14,781
+5,135
+53% +$382K ﹤0.01% 1562
2025
Q2 		$739K Buy
9,646
+1,432
+17% +$112K ﹤0.01% 1664
2025
Q1 		$646K Buy
8,214
+666
+9% +$50.2K ﹤0.01% 1633
2024
Q4 		$595K Sell
7,548
-378
-5% -$31.5K ﹤0.01% 1666
2024
Q3 		$660K Buy
7,926
+1,621
+26% +$131K ﹤0.01% 1620
2024
Q2 		$458K Sell
6,305
-79
-1% -$5.7K ﹤0.01% 1584
2024
Q1 		$461K Sell
6,384
-2,196
-26% -$164K ﹤0.01% 1632
2023
Q4 		$690K Buy
8,580
+606
+8% +$48.5K ﹤0.01% 1130
2023
Q3 		$627K Sell
7,974
-226
-3% -$19.3K ﹤0.01% 892
2023
Q2 		$713K Buy
8,200
+2,594
+46% +$232K ﹤0.01% 1042
2023
Q1 		$1.24M Buy
5,606
+218
+4% +$19.9K ﹤0.01% 894
2022
Q4 		$499K Buy
+5,388
New +$491K ﹤0.01% 953

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

Cerity Partners's AWR Position: Q2 2026 in Review

Cerity Partners increased its American States Water (AWR) stake by 51% in Q2 2026, buying an estimated $1.16M and bringing the position to 44,351 shares worth $3.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Cerity Partners first reported a position in AWR in Q4 2022 and has held it in 15 quarters since. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Cerity Partners held 44,351 shares of American States Water worth $3.66M as of Q2 2026.
  • Cerity Partners bought 14,914 American States Water shares in Q2 2026, an estimated $1.16M.
  • American States Water made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1253 holding.
  • Cerity Partners first reported a position in American States Water in Q4 2022 and has held it in 15 quarters since.
  • 410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.