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Clearstead Advisors’s American States Water AWR Stock Holding History

Clearstead 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 		$8.76K Buy
+106
New +$8.22K ﹤0.01% 2024
2026
Q1 		– Sell
-15
Closed -$1.09K – 2307
2025
Q4 		$1.09K Sell
15
-635
-98% -$46.7K ﹤0.01% 2221
2025
Q3 		$47.7K Buy
650
+24
+4% +$1.79K ﹤0.01% 1299
2025
Q2 		$48K Buy
+626
New +$49.1K ﹤0.01% 1305

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

Clearstead Advisors's AWR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in American States Water (AWR) in Q2 2026: 106 shares worth $8.76K. The stake represents ﹤0.01% of the portfolio and ranks #2024 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in AWR as recently as Q4 2025.

Clearstead Advisors first reported a position in AWR in Q2 2025 and has held it in 4 quarters since. The position peaked at $48K in Q2 2025. 409 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Clearstead Advisors held 106 shares of American States Water worth $8.76K as of Q2 2026.
  • American States Water was a new Clearstead Advisors position in Q2 2026.
  • American States Water made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2024 holding.
  • Clearstead Advisors first reported a position in American States Water in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's American States Water position peaked at $48K in Q2 2025.
  • 409 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.