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Gitterman Wealth Management’s American States Water AWR Stock Holding History

Gitterman Wealth Management’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
2025
Q3 		$413K Buy
5,636
+3,036
+117% +$226K 0.09% 62
2025
Q2 		$199K Sell
2,600
-471
-15% -$37K 0.05% 149
2025
Q1 		$242K Buy
+3,071
New +$231K 0.06% 95

Other funds holding AWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gitterman Wealth Management's AWR Position: Q3 2025 in Review

Gitterman Wealth Management increased its American States Water (AWR) stake by 117% in Q3 2025, buying an estimated $226K and bringing the position to 5,636 shares worth $413K. The position accounts for 0.09% of the portfolio, ranked #62.

Gitterman Wealth Management first reported a position in AWR in Q1 2025 and has held it in 3 quarters since. 367 funds tracked by Wall St. Rank hold AWR as of Q3 2025.

  • Gitterman Wealth Management held 5,636 shares of American States Water worth $413K as of Q3 2025.
  • Gitterman Wealth Management bought 3,036 American States Water shares in Q3 2025, an estimated $226K.
  • American States Water made up 0.09% of Gitterman Wealth Management's portfolio in Q3 2025, its #62 holding.
  • Gitterman Wealth Management first reported a position in American States Water in Q1 2025 and has held it in 3 quarters since.
  • 367 funds tracked by Wall St. Rank held American States Water as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.