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HFM Investment Advisors’s American States Water AWR Stock Holding History

HFM Investment 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
Q2 		$579 Buy
7
+5
+250% +$388 ﹤0.01% 944
2026
Q1 		$151 Hold
2
– – ﹤0.01% 1059
2025
Q4 		$145 Hold
2
– – ﹤0.01% 1111
2025
Q3 		$147 Hold
2
– – ﹤0.01% 1083
2025
Q2 		$153 Buy
2
+1
+100% +$78 ﹤0.01% 1065
2025
Q1 		$79 Buy
+1
New +$75 ﹤0.01% 923

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

HFM Investment Advisors's AWR Position: Q2 2026 in Review

HFM Investment Advisors increased its American States Water (AWR) stake by 250% in Q2 2026, buying an estimated $388 and bringing the position to 7 shares worth $579. The position accounts for ﹤0.01% of the portfolio, ranked #944.

HFM Investment Advisors first reported a position in AWR in Q1 2025 and has held it in 6 quarters since. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • HFM Investment Advisors held 7 shares of American States Water worth $579 as of Q2 2026.
  • HFM Investment Advisors bought 5 American States Water shares in Q2 2026, an estimated $388.
  • American States Water made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #944 holding.
  • HFM Investment Advisors first reported a position in American States Water in Q1 2025 and has held it in 6 quarters since.
  • 410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.