Mirabella Financial Services’s American States Water AWR Stock Holding History

Mirabella Financial Services’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	$260K	Buy	+3,144	New	+$244K	0.02%	519
2024 Q2	–	Sell	-6,305	Closed	-$456K	–	450
2024 Q1	$456K	Buy	+6,305	New	+$470K	0.03%	313
2023 Q4	–	Sell	-2,727	Closed	-$215K	–	434
2023 Q3	$215K	Buy	+2,727	New	+$232K	0.03%	334
2022 Q3	–	Sell	-3,995	Closed	-$326K	–	334
2022 Q2	$326K	Buy	3,995 +1,738	+77%	+$140K	0.03%	309
2022 Q1	$201K	Buy	+2,257	New	+$201K	0.02%	402
2021 Q2	–	Sell	-8,080	Closed	-$611K	–	294
2021 Q1	$611K	Buy	+8,080	New	+$622K	0.19%	115
2020 Q4	–	Sell	-32,936	Closed	-$2.47M	–	322
2020 Q3	$2.47M	Buy	+32,936	New	+$2.53M	0.34%	46

Other funds holding AWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mirabella Financial Services's AWR Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in American States Water (AWR) in Q2 2026: 3,144 shares worth $260K. The stake represents 0.02% of the portfolio and ranks #519 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in AWR as recently as Q1 2024.

Mirabella Financial Services first reported a position in AWR in Q3 2020 and has held it in 7 quarters since. The position peaked at $2.47M in Q3 2020. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

Mirabella Financial Services held 3,144 shares of American States Water worth $260K as of Q2 2026.
American States Water was a new Mirabella Financial Services position in Q2 2026.
American States Water made up 0.02% of Mirabella Financial Services's portfolio in Q2 2026, its #519 holding.
Mirabella Financial Services first reported a position in American States Water in Q3 2020 and has held it in 7 quarters since.
Mirabella Financial Services's American States Water position peaked at $2.47M in Q3 2020.
410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.