Lido Advisors’s American States Water AWR Stock Holding History

Lido Advisors’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	$632K	Sell	8,350 -882	-10%	-$65K	﹤0.01%	1179
2025 Q4	$677K	Sell	9,232 -1	-0%	-$74	﹤0.01%	1171
2025 Q3	$677K	Sell	9,233 -289	-3%	-$21.5K	﹤0.01%	1106
2025 Q2	$730K	Buy	+9,522	New	+$747K	﹤0.01%	966
2024 Q1	–	Sell	-16,047	Closed	-$1.29M	–	1387
2023 Q4	$1.29M	Buy	16,047 +1,224	+8%	+$97.9K	0.01%	524
2023 Q3	$1.17M	Buy	14,823 +11,027	+290%	+$940K	0.01%	501
2023 Q2	$330K	Sell	3,796 -20,823	-85%	-$1.86M	﹤0.01%	880
2023 Q1	$2.19M	Buy	+24,619	New	+$2.25M	0.02%	331
2022 Q3	–	Sell	-12,490	Closed	-$1.02M	–	947
2022 Q2	$1.02M	Buy	+12,490	New	+$1M	0.01%	351

Other funds holding AWR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lido Advisors's AWR Position: Q1 2026 in Review

Lido Advisors reduced its American States Water (AWR) stake by 9.6% in Q1 2026, selling an estimated $65K and leaving 8,350 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Lido Advisors first reported a position in AWR in Q2 2022 and has held it in 9 quarters since. The position peaked at $2.19M in Q1 2023. 375 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

Lido Advisors held 8,350 shares of American States Water worth $632K as of Q1 2026.
Lido Advisors sold 882 American States Water shares in Q1 2026, an estimated $65K.
American States Water made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1179 holding.
Lido Advisors first reported a position in American States Water in Q2 2022 and has held it in 9 quarters since.
Lido Advisors's American States Water position peaked at $2.19M in Q1 2023.
375 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.