GRP
AWR icon

Global Retirement Partners’s American States Water AWR Stock Holding History

Global Retirement 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 		$110K Buy
+1,334
New +$103K ﹤0.01% 1987
2025
Q4 		$97.7K Buy
1,348
+22
+2% +$1.62K ﹤0.01% 1936
2025
Q3 		$97.2K Buy
1,326
+2
+0.2% +$149 ﹤0.01% 1527
2025
Q2 		$101K Buy
+1,324
New +$104K ﹤0.01% 1429
2024
Q4 		$151K Sell
1,947
-192
-9% -$16K ﹤0.01% 1075
2024
Q3 		$178K Buy
2,139
+2
+0.1% +$161 0.01% 957
2024
Q2 		$155K Sell
2,137
-105
-5% -$7.58K ﹤0.01% 996
2024
Q1 		$162K Buy
2,242
+584
+35% +$43.5K 0.01% 869
2023
Q4 		$130K Sell
1,658
-1,002
-38% -$80.2K 0.01% 917
2023
Q3 		$207K Buy
2,660
+61
+2% +$5.2K 0.01% 652
2023
Q2 		$226K Buy
2,599
+5
+0.2% +$448 0.01% 647
2023
Q1 		$231K Buy
2,594
+1,384
+114% +$126K 0.01% 616
2022
Q4 		$112K Buy
1,210
+1,165
+2,589% +$106K 0.01% 776
2022
Q3 		$4K Buy
45
+32
+246% +$2.72K ﹤0.01% 1978
2022
Q2 		$1K Sell
13
-15
-54% -$1.21K ﹤0.01% 2347
2022
Q1 		$2K Buy
+28
New +$2.5K ﹤0.01% 2138
2020
Q3 		– Sell
-100
Closed -$8K – 1625
2020
Q2 		$8K Hold
100
– – ﹤0.01% 1158
2020
Q1 		$8K Hold
100
– – ﹤0.01% 1077
2019
Q4 		$9K Hold
100
– – ﹤0.01% 1167
2019
Q3 		$9K Hold
100
– – ﹤0.01% 1139
2019
Q2 		$8K Hold
100
– – ﹤0.01% 1159
2019
Q1 		$7K Sell
100
-150
-60% -$10.3K ﹤0.01% 1137
2018
Q4 		$17K Hold
250
– – ﹤0.01% 799
2018
Q3 		$15K Hold
250
– – ﹤0.01% 909
2018
Q2 		$14K Hold
250
– – ﹤0.01% 895
2018
Q1 		$13K Sell
250
-150
-38% -$8.11K ﹤0.01% 871
2017
Q4 		$23K Buy
400
+300
+300% +$16.4K 0.01% 685
2017
Q3 		$5K Buy
+100
New +$4.94K ﹤0.01% 990

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 $3.38T AUM 44.17% 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

Global Retirement Partners's AWR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in American States Water (AWR) in Q2 2026: 1,334 shares worth $110K. The stake represents ﹤0.01% of the portfolio and ranks #1987 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AWR as recently as Q4 2025.

Global Retirement Partners first reported a position in AWR in Q3 2017 and has held it in 28 quarters since. The position peaked at $231K in Q1 2023. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Global Retirement Partners held 1,334 shares of American States Water worth $110K as of Q2 2026.
  • American States Water was a new Global Retirement Partners position in Q2 2026.
  • American States Water made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1987 holding.
  • Global Retirement Partners first reported a position in American States Water in Q3 2017 and has held it in 28 quarters since.
  • Global Retirement Partners's American States Water position peaked at $231K in Q1 2023.
  • 410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.