Elo Mutual Pension Insurance’s American States Water AWR Stock Holding History

Elo Mutual Pension Insurance’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	$836K	Sell	10,119 -10,798	-52%	-$837K	0.01%	527
2026 Q1	$1.58M	Buy	+20,917	New	+$1.54M	0.03%	415
2025 Q4	–	Sell	-10,901	Closed	-$799K	–	605
2025 Q3	$799K	Buy	+10,901	New	+$811K	0.01%	545

Other funds holding AWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Elo Mutual Pension Insurance's AWR Position: Q2 2026 in Review

Elo Mutual Pension Insurance reduced its American States Water (AWR) stake by 52% in Q2 2026, selling an estimated $837K and leaving 10,119 shares worth $836K. The position accounts for 0.01% of the portfolio, ranked #527.

Elo Mutual Pension Insurance first reported a position in AWR in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.58M in Q1 2026. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

Elo Mutual Pension Insurance held 10,119 shares of American States Water worth $836K as of Q2 2026.
Elo Mutual Pension Insurance sold 10,798 American States Water shares in Q2 2026, an estimated $837K.
American States Water made up 0.01% of Elo Mutual Pension Insurance's portfolio in Q2 2026, its #527 holding.
Elo Mutual Pension Insurance first reported a position in American States Water in Q3 2025 and has held it in 3 quarters since.
Elo Mutual Pension Insurance's American States Water position peaked at $1.58M in Q1 2026.
410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.