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Fourth Dimension Wealth’s American States Water AWR Stock Holding History

Fourth Dimension 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 		$1.8K Hold
22
– – ﹤0.01% 620
2026
Q1 		$1.64K Hold
22
– – ﹤0.01% 536
2025
Q4 		$1.56K Buy
22
+1
+5% +$74 ﹤0.01% 543
2025
Q3 		$1.56K Hold
21
– – ﹤0.01% 533
2025
Q2 		$1.63K Hold
21
– – ﹤0.01% 540
2025
Q1 		$1.66K Hold
21
– – ﹤0.01% 548
2024
Q4 		$1.63K Buy
+21
New +$1.75K ﹤0.01% 556

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

Fourth Dimension Wealth's AWR Position: Q2 2026 in Review

Fourth Dimension Wealth held its American States Water (AWR) position steady in Q2 2026 at 22 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Fourth Dimension Wealth first reported a position in AWR in Q4 2024 and has held it in 7 quarters since. 409 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Fourth Dimension Wealth held 22 shares of American States Water worth $1.8K as of Q2 2026.
  • Fourth Dimension Wealth left its American States Water share count unchanged in Q2 2026.
  • American States Water made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #620 holding.
  • Fourth Dimension Wealth first reported a position in American States Water in Q4 2024 and has held it in 7 quarters since.
  • 409 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.