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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Freestone Grove Partners's AWR Position: Q1 2026 in Review

Freestone Grove Partners increased its American States Water (AWR) stake by 69% in Q1 2026, buying an estimated $173K and bringing the position to 5,744 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Freestone Grove Partners first reported a position in AWR in Q1 2025 and has held it in 5 quarters since. The position peaked at $723K in Q3 2025. 375 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

  • Freestone Grove Partners held 5,744 shares of American States Water worth $434K as of Q1 2026.
  • Freestone Grove Partners bought 2,352 American States Water shares in Q1 2026, an estimated $173K.
  • American States Water made up ﹤0.01% of Freestone Grove Partners's portfolio in Q1 2026, its #628 holding.
  • Freestone Grove Partners first reported a position in American States Water in Q1 2025 and has held it in 5 quarters since.
  • Freestone Grove Partners's American States Water position peaked at $723K in Q3 2025.
  • 375 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.