Financial Advisors Network’s American States Water AWR Stock Holding History

Financial Advisors Network’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 Q1	$454K	Hold	6,006	–	–	0.06%	121
2025 Q4	$435K	Buy	6,006 +370	+7%	+$27.2K	0.06%	123
2025 Q3	$413K	Hold	5,636	–	–	0.06%	123
2025 Q2	$432K	Buy	5,636 +352	+7%	+$27.6K	0.07%	118
2025 Q1	$416K	Hold	5,284	–	–	0.07%	111
2024 Q4	$411K	Buy	+5,284	New	+$440K	0.07%	120
2023 Q4	$425K	Sell	5,284 -438	-8%	-$35K	0.09%	100
2023 Q3	$450K	Buy	+5,722	New	+$488K	0.1%	87
2022 Q4	$530K	Sell	5,722 -360	-6%	-$32.8K	0.14%	61
2022 Q3	$474K	Hold	6,082	–	–	0.14%	61
2022 Q2	$496K	Hold	6,082	–	–	0.14%	63
2022 Q1	$541K	Hold	6,082	–	–	0.13%	60
2021 Q4	$629K	Hold	6,082	–	–	0.14%	69
2021 Q3	$563K	Hold	6,082	–	–	0.13%	78
2021 Q2	$484K	Hold	6,082	–	–	0.14%	71
2021 Q1	$460K	Hold	6,082	–	–	0.15%	74
2020 Q4	$484K	Hold	6,082	–	–	0.17%	68
2020 Q3	$456K	Hold	6,082	–	–	0.18%	66
2020 Q2	$478K	Hold	6,082	–	–	0.19%	66
2020 Q1	$497K	Hold	6,082	–	–	0.24%	60
2019 Q4	$527K	Hold	6,082	–	–	0.24%	68
2019 Q3	$547K	Hold	6,082	–	–	0.28%	64
2019 Q2	$489K	Buy	+6,082	New	+$438K	0.26%	68

Other funds holding AWR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Advisors Network's AWR Position: Q1 2026 in Review

Financial Advisors Network held its American States Water (AWR) position steady in Q1 2026 at 6,006 shares worth $454K. The position accounts for 0.06% of the portfolio, ranked #121.

Financial Advisors Network first reported a position in AWR in Q2 2019 and has held it in 23 quarters since. The position peaked at $629K in Q4 2021. 375 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

Financial Advisors Network held 6,006 shares of American States Water worth $454K as of Q1 2026.
Financial Advisors Network left its American States Water share count unchanged in Q1 2026.
American States Water made up 0.06% of Financial Advisors Network's portfolio in Q1 2026, its #121 holding.
Financial Advisors Network first reported a position in American States Water in Q2 2019 and has held it in 23 quarters since.
Financial Advisors Network's American States Water position peaked at $629K in Q4 2021.
375 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.