Cetera Investment Advisers
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Cetera Investment Advisers’s American States Water AWR Stock Holding History

Cetera Investment Advisers’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 		$4.46M Sell
54,026
-2,583
-5% -$200K ﹤0.01% 1703
2026
Q1 		$4.28M Buy
56,609
+3,826
+7% +$282K ﹤0.01% 1619
2025
Q4 		$3.83M Buy
52,783
+32,369
+159% +$2.38M ﹤0.01% 1660
2025
Q3 		$1.5M Buy
20,414
+5,335
+35% +$397K ﹤0.01% 2421
2025
Q2 		$1.16M Buy
15,079
+619
+4% +$48.6K ﹤0.01% 2249
2025
Q1 		$1.14M Buy
14,460
+371
+3% +$28K ﹤0.01% 2160
2024
Q4 		$1.09M Sell
14,089
-519
-4% -$43.2K ﹤0.01% 2106
2024
Q3 		$1.22M Buy
14,608
+207
+1% +$16.7K ﹤0.01% 1980
2024
Q2 		$1.05M Buy
14,401
+19
+0.1% +$1.37K ﹤0.01% 2049
2024
Q1 		$1.04M Buy
14,382
+7,561
+111% +$564K ﹤0.01% 2038
2023
Q4 		$549K Buy
6,821
+175
+3% +$14K ﹤0.01% 1441
2023
Q3 		$523K Buy
6,646
+415
+7% +$35.4K ﹤0.01% 1392
2023
Q2 		$542K Buy
6,231
+3,354
+117% +$300K ﹤0.01% 1408
2023
Q1 		$256K Sell
2,877
-515
-15% -$47.1K ﹤0.01% 1801
2022
Q4 		$314K Buy
+3,392
New +$309K ﹤0.01% 1640
2022
Q3 		– Sell
-2,604
Closed -$212K – 1736
2022
Q2 		$212K Buy
2,604
+95
+4% +$7.64K ﹤0.01% 1631
2022
Q1 		$223K Sell
2,509
-74
-3% -$6.6K ﹤0.01% 1648
2021
Q4 		$267K Buy
+2,583
New +$243K ﹤0.01% 1557

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

Cetera Investment Advisers's AWR Position: Q2 2026 in Review

Cetera Investment Advisers reduced its American States Water (AWR) stake by 4.6% in Q2 2026, selling an estimated $200K and leaving 54,026 shares worth $4.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1703.

Cetera Investment Advisers first reported a position in AWR in Q4 2021 and has held it in 18 quarters since. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Cetera Investment Advisers held 54,026 shares of American States Water worth $4.46M as of Q2 2026.
  • Cetera Investment Advisers sold 2,583 American States Water shares in Q2 2026, an estimated $200K.
  • American States Water made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1703 holding.
  • Cetera Investment Advisers first reported a position in American States Water in Q4 2021 and has held it in 18 quarters since.
  • 410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.