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Horizon Investment Services’s American States Water AWR Stock Holding History

Horizon Investment Services’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 		$271K Buy
+3,277
New +$254K 0.08% 124
2013
Q3 		– Sell
-13,812
Closed -$371K – 108
2013
Q2 		$371K Buy
+13,812
New +$377K 0.29% 56

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 $3.37T AUM 44.26% 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

Horizon Investment Services's AWR Position: Q2 2026 in Review

Horizon Investment Services opened a new position in American States Water (AWR) in Q2 2026: 3,277 shares worth $271K. The stake represents 0.08% of the portfolio and ranks #124 among its holdings. This is a return to the name: Horizon Investment Services previously reported a position in AWR as recently as Q2 2013.

Horizon Investment Services first reported a position in AWR in Q2 2013 and has held it in 2 quarters since. The position peaked at $371K in Q2 2013. 409 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Horizon Investment Services held 3,277 shares of American States Water worth $271K as of Q2 2026.
  • American States Water was a new Horizon Investment Services position in Q2 2026.
  • American States Water made up 0.08% of Horizon Investment Services's portfolio in Q2 2026, its #124 holding.
  • Horizon Investment Services first reported a position in American States Water in Q2 2013 and has held it in 2 quarters since.
  • Horizon Investment Services's American States Water position peaked at $371K in Q2 2013.
  • 409 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.