EverSource Wealth Advisors’s American States Water AWR Stock Holding History

EverSource Wealth 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	$160K	Buy	1,932 +270	+16%	+$20.9K	0.01%	1127
2026 Q1	$126K	Sell	1,662 -25	-1%	-$1.84K	﹤0.01%	1294
2025 Q4	$122K	Buy	1,687 +107	+7%	+$7.88K	﹤0.01%	1208
2025 Q3	$116K	Buy	1,580 +859	+119%	+$63.9K	﹤0.01%	1200
2025 Q2	$55.3K	Buy	721 +556	+337%	+$43.6K	﹤0.01%	1552
2025 Q1	$13K	Buy	165 +59	+56%	+$4.45K	﹤0.01%	1961
2024 Q4	$8.24K	Buy	106 +55	+108%	+$4.58K	﹤0.01%	2102
2024 Q3	$4.25K	Hold	51	–	–	﹤0.01%	2287
2024 Q2	$4.21K	Buy	51 +36	+240%	+$2.6K	﹤0.01%	2278
2024 Q1	$1.06K	Sell	15 -49	-77%	-$3.65K	﹤0.01%	2557
2023 Q4	$5.15K	Sell	64 -1,000	-94%	-$80K	﹤0.01%	1847
2023 Q3	$83.7K	Buy	1,064 +4	+0.4%	+$341	0.01%	635
2023 Q2	$92.2K	Sell	1,060 -114	-10%	-$10.2K	0.01%	612
2023 Q1	$104K	Sell	1,174 -51	-4%	-$4.66K	0.01%	534
2022 Q4	$113K	Buy	1,225 +9	+0.7%	+$820	0.02%	468
2022 Q3	$94K	Buy	1,216 +106	+10%	+$9K	0.02%	442
2022 Q2	$91K	Buy	1,110 +968	+682%	+$77.8K	0.02%	395
2022 Q1	$13K	Hold	142	–	–	﹤0.01%	868
2021 Q4	$14K	Buy	+142	New	+$13.4K	﹤0.01%	815

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

EverSource Wealth Advisors's AWR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its American States Water (AWR) stake by 16% in Q2 2026, buying an estimated $20.9K and bringing the position to 1,932 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #1127.

EverSource Wealth Advisors first reported a position in AWR in Q4 2021 and has held it in 19 quarters since. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

EverSource Wealth Advisors held 1,932 shares of American States Water worth $160K as of Q2 2026.
EverSource Wealth Advisors bought 270 American States Water shares in Q2 2026, an estimated $20.9K.
American States Water made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1127 holding.
EverSource Wealth Advisors first reported a position in American States Water in Q4 2021 and has held it in 19 quarters since.
410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.