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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
Q2 		$3.23K Buy
39
+29
+290% +$2.25K ﹤0.01% 2948
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 $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

Larson Financial Group's AWR Position: Q2 2026 in Review

Larson Financial Group increased its American States Water (AWR) stake by 290% in Q2 2026, buying an estimated $2.25K and bringing the position to 39 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2948.

Larson Financial Group first reported a position in AWR in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.2K in Q3 2024. 408 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Larson Financial Group held 39 shares of American States Water worth $3.23K as of Q2 2026.
  • Larson Financial Group bought 29 American States Water shares in Q2 2026, an estimated $2.25K.
  • American States Water made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2948 holding.
  • Larson Financial Group first reported a position in American States Water in Q2 2024 and has held it in 9 quarters since.
  • Larson Financial Group's American States Water position peaked at $12.2K in Q3 2024.
  • 408 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.