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

Hemington 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 		$16K Sell
220
-8
-4% -$595 ﹤0.01% 711
2025
Q2 		$17K Buy
228
+7
+3% +$549 ﹤0.01% 672
2025
Q1 		$17K Buy
221
+13
+6% +$979 ﹤0.01% 617
2024
Q4 		$16K Buy
208
+9
+5% +$749 ﹤0.01% 609
2024
Q3 		$16K Buy
+199
New +$16.1K ﹤0.01% 568

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Hemington Wealth Management reduced its American States Water (AWR) stake by 3.5% in Q3 2025, selling an estimated $595 and leaving 220 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Hemington Wealth Management first reported a position in AWR in Q3 2024 and has held it in 5 quarters since. The position peaked at $17K in Q2 2025. 368 funds tracked by Wall St. Rank hold AWR as of Q3 2025.

  • Hemington Wealth Management held 220 shares of American States Water worth $16K as of Q3 2025.
  • Hemington Wealth Management sold 8 American States Water shares in Q3 2025, an estimated $595.
  • American States Water made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #711 holding.
  • Hemington Wealth Management first reported a position in American States Water in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's American States Water position peaked at $17K in Q2 2025.
  • 368 funds tracked by Wall St. Rank held American States Water as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.