MCM
AWR icon

MAI Capital Management’s American States Water AWR Stock Holding History

MAI 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
Q2 		$328K Buy
3,966
+3,041
+329% +$236K ﹤0.01% 1540
2026
Q1 		$69.9K Buy
925
+382
+70% +$28.2K ﹤0.01% 2033
2025
Q4 		$39.4K Buy
543
+539
+13,475% +$39.7K ﹤0.01% 2147
2025
Q3 		$294 Sell
4
-100
-96% -$7.44K ﹤0.01% 3678
2025
Q2 		$7.97K Sell
104
-87
-46% -$6.83K ﹤0.01% 2847
2025
Q1 		$15K Sell
191
-1,109
-85% -$83.6K ﹤0.01% 2305
2024
Q4 		$101K Buy
+1,300
New +$108K ﹤0.01% 1429

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

MAI Capital Management's AWR Position: Q2 2026 in Review

MAI Capital Management increased its American States Water (AWR) stake by 329% in Q2 2026, buying an estimated $236K and bringing the position to 3,966 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

MAI Capital Management first reported a position in AWR in Q4 2024 and has held it in 7 quarters since. 409 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • MAI Capital Management held 3,966 shares of American States Water worth $328K as of Q2 2026.
  • MAI Capital Management bought 3,041 American States Water shares in Q2 2026, an estimated $236K.
  • American States Water made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1540 holding.
  • MAI Capital Management first reported a position in American States Water in Q4 2024 and has held it in 7 quarters since.
  • 409 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.