Forvis Mazars Wealth Advisors’s American States Water AWR Stock Holding History

Forvis Mazars 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	$337K	Hold	4,076	–	–	0.01%	358
2026 Q1	$308K	Hold	4,076	–	–	0.01%	352
2025 Q4	$295K	Hold	4,076	–	–	0.01%	355
2025 Q3	$299K	Hold	4,076	–	–	0.01%	351
2025 Q2	$312K	Hold	4,076	–	–	0.01%	347
2025 Q1	$321K	Hold	4,076	–	–	0.01%	340
2024 Q4	$317K	Sell	4,076 -100	-2%	-$8.33K	0.01%	370
2024 Q3	$348K	Buy	4,176 +100	+2%	+$8.07K	0.01%	362
2024 Q2	$296K	Hold	4,076	–	–	0.01%	353
2024 Q1	$294K	Hold	4,076	–	–	0.01%	349
2023 Q4	$328K	Hold	4,076	–	–	0.01%	328
2023 Q3	$321K	Buy	4,076 +1	+0%	+$85	0.01%	321
2023 Q2	$355K	Hold	4,075	–	–	0.01%	333
2023 Q1	$362K	Hold	4,075	–	–	0.01%	307
2022 Q4	$377K	Hold	4,075	–	–	0.01%	293
2022 Q3	$318K	Sell	4,075 -1	-0%	-$85	0.01%	311
2022 Q2	$332K	Buy	+4,076	New	+$328K	0.01%	305

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 $3.37T AUM 44.26% 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

Forvis Mazars Wealth Advisors's AWR Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors held its American States Water (AWR) position steady in Q2 2026 at 4,076 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #358.

Forvis Mazars Wealth Advisors first reported a position in AWR in Q2 2022 and has held it in 17 quarters since. The position peaked at $377K in Q4 2022. 407 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

Forvis Mazars Wealth Advisors held 4,076 shares of American States Water worth $337K as of Q2 2026.
Forvis Mazars Wealth Advisors left its American States Water share count unchanged in Q2 2026.
American States Water made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #358 holding.
Forvis Mazars Wealth Advisors first reported a position in American States Water in Q2 2022 and has held it in 17 quarters since.
Forvis Mazars Wealth Advisors's American States Water position peaked at $377K in Q4 2022.
407 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.