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Freestone Grove Partners’s American States Water AWR Stock Holding History

Freestone Grove Partners’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 		$609K Buy
7,371
+1,627
+28% +$126K ﹤0.01% 624
2026
Q1 		$434K Buy
5,744
+2,352
+69% +$173K ﹤0.01% 628
2025
Q4 		$246K Sell
3,392
-6,463
-66% -$476K ﹤0.01% 678
2025
Q3 		$723K Buy
9,855
+4,174
+73% +$311K 0.01% 482
2025
Q2 		$436K Buy
5,681
+1,961
+53% +$154K ﹤0.01% 545
2025
Q1 		$293K Buy
+3,720
New +$280K ﹤0.01% 483

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

Freestone Grove Partners's AWR Position: Q2 2026 in Review

Freestone Grove Partners increased its American States Water (AWR) stake by 28% in Q2 2026, buying an estimated $126K and bringing the position to 7,371 shares worth $609K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Freestone Grove Partners first reported a position in AWR in Q1 2025 and has held it in 6 quarters since. The position peaked at $723K in Q3 2025. 409 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Freestone Grove Partners held 7,371 shares of American States Water worth $609K as of Q2 2026.
  • Freestone Grove Partners bought 1,627 American States Water shares in Q2 2026, an estimated $126K.
  • American States Water made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #624 holding.
  • Freestone Grove Partners first reported a position in American States Water in Q1 2025 and has held it in 6 quarters since.
  • Freestone Grove Partners's American States Water position peaked at $723K in Q3 2025.
  • 409 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.