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Horizon Investments’s American States Water AWR Stock Holding History

Horizon Investments’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 		$1.23M Buy
14,848
+3,160
+27% +$245K 0.01% 668
2026
Q1 		$884K Buy
+11,688
New +$862K 0.01% 691
2025
Q4 		– Sell
-7,720
Closed -$566K – 1311
2025
Q3 		$566K Buy
7,720
+712
+10% +$53K 0.01% 782
2025
Q2 		$537K Buy
+7,008
New +$550K 0.01% 736

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

Horizon Investments's AWR Position: Q2 2026 in Review

Horizon Investments increased its American States Water (AWR) stake by 27% in Q2 2026, buying an estimated $245K and bringing the position to 14,848 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #668.

Horizon Investments first reported a position in AWR in Q2 2025 and has held it in 4 quarters since. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Horizon Investments held 14,848 shares of American States Water worth $1.23M as of Q2 2026.
  • Horizon Investments bought 3,160 American States Water shares in Q2 2026, an estimated $245K.
  • American States Water made up 0.01% of Horizon Investments's portfolio in Q2 2026, its #668 holding.
  • Horizon Investments first reported a position in American States Water in Q2 2025 and has held it in 4 quarters since.
  • 410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.