HHGA
AWR icon

Halbert Hargrove Global Advisors’s American States Water AWR Stock Holding History

Halbert Hargrove Global 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
2025
Q4 		– Sell
-25
Closed -$1.83K – 399
2025
Q3 		$1.83K Buy
+25
New +$1.86K ﹤0.01% 585
2014
Q3 		– Sell
-54,375
Closed -$836K – 147
2014
Q2 		$836K Buy
+54,375
New +$1.67M 0.25% 20

Other funds holding AWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Halbert Hargrove Global Advisors's AWR Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of American States Water (AWR) in Q4 2025, closing a stake of 25 shares — an estimated $1.83K sold.

Halbert Hargrove Global Advisors first reported a position in AWR in Q2 2014 and held it in 2 quarters. The position peaked at $836K in Q2 2014. 360 funds tracked by Wall St. Rank hold AWR as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining American States Water position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 25 American States Water shares in Q4 2025, an estimated $1.83K.
  • Halbert Hargrove Global Advisors first reported a position in American States Water in Q2 2014 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's American States Water position peaked at $836K in Q2 2014.
  • 360 funds tracked by Wall St. Rank held American States Water as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.