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Larson Financial Group’s American States Water AWR Stock Holding History

Larson Financial Group’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 		$756 Sell
10
-4
-29% -$295 ﹤0.01% 3235
2025
Q4 		$1.01K Buy
14
+4
+40% +$294 ﹤0.01% 2950
2025
Q3 		$733 Sell
10
-35
-78% -$2.6K ﹤0.01% 3006
2025
Q2 		$3.45K Buy
45
+28
+165% +$2.2K ﹤0.01% 2227
2025
Q1 		$1.34K Buy
17
+2
+13% +$151 ﹤0.01% 2299
2024
Q4 		$1.17K Sell
15
-132
-90% -$11K ﹤0.01% 2001
2024
Q3 		$12.2K Buy
147
+140
+2,000% +$11.3K ﹤0.01% 1394
2024
Q2 		$508 Buy
+7
New +$505 ﹤0.01% 1835

Other funds holding AWR

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return