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LRI Investments’s American States Water AWR Stock Holding History

LRI Investments’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 		$2.72K Buy
33
+2
+6% +$155 ﹤0.01% 1229
2026
Q1 		$2.34K Hold
31
– – ﹤0.01% 1243
2025
Q4 		$2.24K Hold
31
– – ﹤0.01% 1192
2025
Q3 		$2.27K Hold
31
– – ﹤0.01% 1184
2025
Q2 		$2.37K Hold
31
– – ﹤0.01% 1151
2025
Q1 		$2.44K Hold
31
– – ﹤0.01% 1082
2024
Q4 		$2.4K Hold
31
– – ﹤0.01% 1062
2024
Q3 		$2.59K Hold
31
– – ﹤0.01% 1042
2024
Q2 		$2.25K Hold
31
– – ﹤0.01% 1039
2024
Q1 		$2.22K Buy
+31
New +$2.31K ﹤0.01% 734

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

LRI Investments's AWR Position: Q2 2026 in Review

LRI Investments increased its American States Water (AWR) stake by 6.5% in Q2 2026, buying an estimated $155 and bringing the position to 33 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

LRI Investments first reported a position in AWR in Q1 2024 and has held it in 10 quarters since. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • LRI Investments held 33 shares of American States Water worth $2.72K as of Q2 2026.
  • LRI Investments bought 2 American States Water shares in Q2 2026, an estimated $155.
  • American States Water made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1229 holding.
  • LRI Investments first reported a position in American States Water in Q1 2024 and has held it in 10 quarters since.
  • 410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.