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MassMutual Private Wealth & Trust’s American States Water AWR Stock Holding History

MassMutual Private Wealth & Trust’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 		$4.96K Sell
60
-17
-22% -$1.32K ﹤0.01% 1686
2026
Q1 		$5.82K Sell
77
-36
-32% -$2.65K ﹤0.01% 1608
2025
Q4 		$8.19K Sell
113
-6
-5% -$442 ﹤0.01% 1475
2025
Q3 		$8.72K Buy
119
+47
+65% +$3.5K ﹤0.01% 1452
2025
Q2 		$5.52K Sell
72
-13
-15% -$1.02K ﹤0.01% 1600
2025
Q1 		$6.69K Buy
85
+1
+1% +$75 ﹤0.01% 1465
2024
Q4 		$6.53K Hold
84
– – ﹤0.01% 1428
2024
Q3 		$7K Buy
84
+5
+6% +$403 ﹤0.01% 1253
2024
Q2 		$5.73K Buy
79
+71
+888% +$5.12K ﹤0.01% 1272
2024
Q1 		$578 Sell
8
-21
-72% -$1.57K ﹤0.01% 1839
2023
Q4 		$2.33K Hold
29
– – ﹤0.01% 1455
2023
Q3 		$2.28K Sell
29
-13
-31% -$1.11K ﹤0.01% 1468
2023
Q2 		$3.65K Buy
42
+13
+45% +$1.16K ﹤0.01% 1303
2023
Q1 		$2.58K Sell
29
-17
-37% -$1.55K ﹤0.01% 1340
2022
Q4 		$4K Sell
46
-1
-2% -$91 ﹤0.01% 1037
2022
Q3 		$4K Buy
47
+39
+488% +$3.31K ﹤0.01% 987
2022
Q2 		$1K Sell
8
-16
-67% -$1.29K ﹤0.01% 1259
2022
Q1 		$2K Buy
+24
New +$2.14K ﹤0.01% 1120

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

MassMutual Private Wealth & Trust's AWR Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its American States Water (AWR) stake by 22% in Q2 2026, selling an estimated $1.32K and leaving 60 shares worth $4.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

MassMutual Private Wealth & Trust first reported a position in AWR in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.72K in Q3 2025. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • MassMutual Private Wealth & Trust held 60 shares of American States Water worth $4.96K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 17 American States Water shares in Q2 2026, an estimated $1.32K.
  • American States Water made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1686 holding.
  • MassMutual Private Wealth & Trust first reported a position in American States Water in Q1 2022 and has held it in 18 quarters since.
  • MassMutual Private Wealth & Trust's American States Water position peaked at $8.72K in Q3 2025.
  • 410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.