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John Overdeck’s American States Water AWR Stock Holding History

John Overdeck’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 		$23.7M Buy
287,237
+195,084
+212% +$15.1M 0.02% 946
2026
Q1 		$6.97M Buy
92,153
+4,502
+5% +$332K 0.01% 1701
2025
Q4 		$6.35M Buy
87,651
+27,422
+46% +$2.02M 0.01% 1491
2025
Q3 		$4.42M Buy
60,229
+29,619
+97% +$2.2M 0.01% 1557
2025
Q2 		$2.35M Buy
30,610
+20,266
+196% +$1.59M ﹤0.01% 1722
2025
Q1 		$814K Sell
10,344
-3,020
-23% -$228K ﹤0.01% 2291
2024
Q4 		$1.04M Sell
13,364
-20,552
-61% -$1.71M ﹤0.01% 2153
2024
Q3 		$2.82M Sell
33,916
-27,811
-45% -$2.24M 0.01% 1451
2024
Q2 		$4.48M Buy
61,727
+49,449
+403% +$3.57M 0.01% 1058
2024
Q1 		$887K Sell
12,278
-24,256
-66% -$1.81M ﹤0.01% 2027
2023
Q4 		$2.94M Buy
36,534
+6,372
+21% +$510K 0.01% 1267
2023
Q3 		$2.37M Buy
30,162
+20,476
+211% +$1.74M 0.01% 1277
2023
Q2 		$843K Buy
+9,686
New +$867K ﹤0.01% 2042
2021
Q2 		– Sell
-3,871
Closed -$293K – 4034
2021
Q1 		$293K Buy
+3,871
New +$298K ﹤0.01% 3341
2020
Q2 		– Sell
-3,177
Closed -$260K – 2934
2020
Q1 		$260K Buy
+3,177
New +$272K ﹤0.01% 2434

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

John Overdeck's AWR Position: Q2 2026 in Review

John Overdeck increased its American States Water (AWR) stake by 212% in Q2 2026, buying an estimated $15.1M and bringing the position to 287,237 shares worth $23.7M. The position accounts for 0.02% of the portfolio, ranked #946.

John Overdeck first reported a position in AWR in Q1 2020 and has held it in 15 quarters since. 407 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • John Overdeck held 287,237 shares of American States Water worth $23.7M as of Q2 2026.
  • John Overdeck bought 195,084 American States Water shares in Q2 2026, an estimated $15.1M.
  • American States Water made up 0.02% of John Overdeck's portfolio in Q2 2026, its #946 holding.
  • John Overdeck first reported a position in American States Water in Q1 2020 and has held it in 15 quarters since.
  • 407 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.