Los Angeles Capital Management’s American States Water AWR Stock Holding History

Los Angeles Capital Management’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	$737K	Buy	9,740 +9,520	+4,327%	+$702K	﹤0.01%	763
2025 Q4	$15.7K	Buy	+220	New	+$16.2K	﹤0.01%	1950
2025 Q3	–	Sell	-4,610	Closed	-$353K	–	1368
2025 Q2	$353K	Buy	+4,610	New	+$362K	﹤0.01%	991
2021 Q2	–	Sell	-6,098	Closed	-$461K	–	1534
2021 Q1	$461K	Sell	6,098 -11,631	-66%	-$896K	﹤0.01%	1250
2020 Q4	$1.41M	Sell	17,729 -2,980	-14%	-$228K	0.01%	791
2020 Q3	$1.55M	Sell	20,709 -10,126	-33%	-$778K	0.01%	651
2020 Q2	$2.42M	Buy	30,835 +1,822	+6%	+$145K	0.01%	563
2020 Q1	$2.37M	Sell	29,013 -5,390	-16%	-$462K	0.02%	492
2019 Q4	$2.98M	Sell	34,403 -14,679	-30%	-$1.3M	0.01%	542
2019 Q3	$4.41M	Buy	49,082 +5,070	+12%	+$426K	0.02%	444
2019 Q2	$3.31M	Sell	44,012 -5,280	-11%	-$380K	0.02%	532
2019 Q1	$3.52M	Sell	49,292 -14,599	-23%	-$1,000K	0.02%	502
2018 Q4	$4.28M	Buy	63,891 +17,180	+37%	+$1.1M	0.03%	393
2018 Q3	$2.86M	Sell	46,711 -16,080	-26%	-$966K	0.02%	574
2018 Q2	$3.59M	Buy	62,791 +23,140	+58%	+$1.28M	0.02%	549
2018 Q1	$2.1M	Buy	39,651 +12,200	+44%	+$660K	0.01%	627
2017 Q4	$1.59M	Buy	27,451 +1,083	+4%	+$59.3K	0.01%	735
2017 Q3	$1.3M	Sell	26,368 -200	-0.8%	-$9.87K	0.01%	737
2017 Q2	$1.26M	Sell	26,568 -3,710	-12%	-$171K	0.01%	709
2017 Q1	$1.34M	Buy	30,278 +600	+2%	+$26.2K	0.01%	650
2016 Q4	$1.35M	Sell	29,678 -640	-2%	-$26.7K	0.01%	627
2016 Q3	$1.21M	Sell	30,318 -225	-0.7%	-$9.31K	0.01%	678
2016 Q2	$1.34M	Sell	30,543 -5,675	-16%	-$229K	0.01%	636
2016 Q1	$1.43M	Sell	36,218 -4,515	-11%	-$191K	0.01%	540
2015 Q4	$1.71M	Sell	40,733 -40	-0.1%	-$1.66K	0.02%	538
2015 Q3	$1.69M	Buy	40,773 +3,170	+8%	+$122K	0.02%	580
2015 Q2	$1.41M	Sell	37,603 -2,160	-5%	-$83.3K	0.01%	647
2015 Q1	$1.59M	Buy	39,763 +11,754	+42%	+$467K	0.01%	616
2014 Q4	$1.05M	Buy	+28,009	New	+$963K	0.01%	648

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

Los Angeles Capital Management's AWR Position: Q1 2026 in Review

Los Angeles Capital Management increased its American States Water (AWR) stake by 4,327% in Q1 2026, buying an estimated $702K and bringing the position to 9,740 shares worth $737K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Los Angeles Capital Management first reported a position in AWR in Q4 2014 and has held it in 29 quarters since. The position peaked at $4.41M in Q3 2019. 375 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

Los Angeles Capital Management held 9,740 shares of American States Water worth $737K as of Q1 2026.
Los Angeles Capital Management bought 9,520 American States Water shares in Q1 2026, an estimated $702K.
American States Water made up ﹤0.01% of Los Angeles Capital Management's portfolio in Q1 2026, its #763 holding.
Los Angeles Capital Management first reported a position in American States Water in Q4 2014 and has held it in 29 quarters since.
Los Angeles Capital Management's American States Water position peaked at $4.41M in Q3 2019.
375 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Los Angeles Capital Management's 13F filing for Q1 2026, filed 8 May 2026.