Focus Partners Wealth
AWR icon

Focus Partners Wealth’s American States Water AWR Stock Holding History

Focus Partners Wealth’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 		$1.59M Buy
19,282
+4,476
+30% +$347K ﹤0.01% 1432
2026
Q1 		$1.12M Buy
14,806
+4,703
+47% +$347K ﹤0.01% 1566
2025
Q4 		$732K Sell
10,103
-5,295
-34% -$390K ﹤0.01% 1767
2025
Q3 		$985K Buy
15,398
+9,073
+143% +$675K ﹤0.01% 1294
2025
Q2 		$485K Buy
6,325
+728
+13% +$57.1K ﹤0.01% 1456
2025
Q1 		$440K Sell
5,597
-257
-4% -$19.4K ﹤0.01% 1401
2024
Q4 		$455K Buy
5,854
+1,653
+39% +$138K ﹤0.01% 1375
2024
Q3 		$350K Buy
+4,201
New +$339K ﹤0.01% 1276

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

Focus Partners Wealth's AWR Position: Q2 2026 in Review

Focus Partners Wealth increased its American States Water (AWR) stake by 30% in Q2 2026, buying an estimated $347K and bringing the position to 19,282 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Focus Partners Wealth first reported a position in AWR in Q3 2024 and has held it in 8 quarters since. 409 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Focus Partners Wealth held 19,282 shares of American States Water worth $1.59M as of Q2 2026.
  • Focus Partners Wealth bought 4,476 American States Water shares in Q2 2026, an estimated $347K.
  • American States Water made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1432 holding.
  • Focus Partners Wealth first reported a position in American States Water in Q3 2024 and has held it in 8 quarters since.
  • 409 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.