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Journey Strategic Wealth’s American States Water AWR Stock Holding History

Journey Strategic Wealth’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 		$317K Buy
+4,186
New +$309K 0.01% 515

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Journey Strategic Wealth's AWR Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in American States Water (AWR) in Q1 2026: 4,186 shares worth $317K. The stake represents 0.01% of the portfolio and ranks #515 among its holdings.

377 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

  • Journey Strategic Wealth held 4,186 shares of American States Water worth $317K as of Q1 2026.
  • American States Water was a new Journey Strategic Wealth position in Q1 2026.
  • American States Water made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #515 holding.
  • 377 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.