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Garton & Associates Financial Advisors’s American States Water AWR Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-84
Closed -$6.1K – 167
2025
Q4 		$6.1K Buy
+84
New +$6.18K ﹤0.01% 951

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Garton & Associates Financial Advisors's AWR Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of American States Water (AWR) in Q1 2026, closing a stake of 84 shares — an estimated $6.1K sold.

Garton & Associates Financial Advisors first reported a position in AWR in Q4 2025 and held it in 1 quarter. The position peaked at $6.1K in Q4 2025. 377 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining American States Water position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 84 American States Water shares in Q1 2026, an estimated $6.1K.
  • Garton & Associates Financial Advisors first reported a position in American States Water in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's American States Water position peaked at $6.1K in Q4 2025.
  • 377 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.