Mercer Global Advisors
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Mercer Global Advisors’s American States Water AWR Stock Holding History

Mercer Global 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
Q2 		$2.89M Buy
35,011
+15,452
+79% +$1.2M ﹤0.01% 1153
2026
Q1 		$1.48M Buy
19,559
+4,025
+26% +$297K ﹤0.01% 1346
2025
Q4 		$1.13M Buy
15,534
+3,951
+34% +$291K ﹤0.01% 1387
2025
Q3 		$849K Buy
11,583
+7,985
+222% +$594K ﹤0.01% 1473
2025
Q2 		$276K Buy
3,598
+889
+33% +$69.8K ﹤0.01% 1899
2025
Q1 		$213K Sell
2,709
-1,289
-32% -$97.1K ﹤0.01% 1937
2024
Q4 		$311K Buy
+3,998
New +$333K ﹤0.01% 1719
2024
Q1 		– Sell
-3,321
Closed -$267K – 2001
2023
Q4 		$267K Buy
3,321
+245
+8% +$19.6K ﹤0.01% 1676
2023
Q3 		$242K Buy
+3,076
New +$262K ﹤0.01% 1660
2022
Q3 		– Sell
-2,883
Closed -$235K – 1823
2022
Q2 		$235K Sell
2,883
-21
-0.7% -$1.69K ﹤0.01% 1552
2022
Q1 		$258K Buy
2,904
+467
+19% +$41.6K ﹤0.01% 1588
2021
Q4 		$252K Buy
+2,437
New +$230K ﹤0.01% 1546

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

Mercer Global Advisors's AWR Position: Q2 2026 in Review

Mercer Global Advisors increased its American States Water (AWR) stake by 79% in Q2 2026, buying an estimated $1.2M and bringing the position to 35,011 shares worth $2.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Mercer Global Advisors first reported a position in AWR in Q4 2021 and has held it in 12 quarters since. 409 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Mercer Global Advisors held 35,011 shares of American States Water worth $2.89M as of Q2 2026.
  • Mercer Global Advisors bought 15,452 American States Water shares in Q2 2026, an estimated $1.2M.
  • American States Water made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1153 holding.
  • Mercer Global Advisors first reported a position in American States Water in Q4 2021 and has held it in 12 quarters since.
  • 409 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.