Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s American States Water AWR Stock Holding History

Envestnet Portfolio Solutions’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 		$268K Sell
3,239
-1,882
-37% -$146K ﹤0.01% 1242
2026
Q1 		$387K Sell
5,121
-9
-0.2% -$663 ﹤0.01% 1003
2025
Q4 		$372K Buy
5,130
+1,667
+48% +$123K ﹤0.01% 1177
2025
Q3 		$254K Sell
3,463
-213
-6% -$15.9K ﹤0.01% 1322
2025
Q2 		$282K Buy
+3,676
New +$289K ﹤0.01% 1367

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

Envestnet Portfolio Solutions's AWR Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its American States Water (AWR) stake by 37% in Q2 2026, selling an estimated $146K and leaving 3,239 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Envestnet Portfolio Solutions first reported a position in AWR in Q2 2025 and has held it in 5 quarters since. The position peaked at $387K in Q1 2026. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Envestnet Portfolio Solutions held 3,239 shares of American States Water worth $268K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 1,882 American States Water shares in Q2 2026, an estimated $146K.
  • American States Water made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1242 holding.
  • Envestnet Portfolio Solutions first reported a position in American States Water in Q2 2025 and has held it in 5 quarters since.
  • Envestnet Portfolio Solutions's American States Water position peaked at $387K in Q1 2026.
  • 410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.