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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Horizon Investments's AWR Position: Q1 2026 in Review

Horizon Investments opened a new position in American States Water (AWR) in Q1 2026: 11,688 shares worth $884K. The stake represents 0.01% of the portfolio and ranks #691 among its holdings. This is a return to the name: Horizon Investments previously reported a position in AWR as recently as Q3 2025.

Horizon Investments first reported a position in AWR in Q2 2025 and has held it in 3 quarters since. 375 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

  • Horizon Investments held 11,688 shares of American States Water worth $884K as of Q1 2026.
  • American States Water was a new Horizon Investments position in Q1 2026.
  • American States Water made up 0.01% of Horizon Investments's portfolio in Q1 2026, its #691 holding.
  • Horizon Investments first reported a position in American States Water in Q2 2025 and has held it in 3 quarters since.
  • 375 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.