MML Investors Services’s American States Water AWR Stock Holding History

MML Investors 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	$202K	Buy	+2,441	New	+$189K	﹤0.01%	3114
2024 Q4	–	Sell	-2,476	Closed	-$206K	–	2666
2024 Q3	$206K	Buy	+2,476	New	+$200K	﹤0.01%	2424
2020 Q4	–	Sell	-4,042	Closed	-$303K	–	1661
2020 Q3	$303K	Sell	4,042 -58	-1%	-$4.46K	﹤0.01%	1278
2020 Q2	$322K	Buy	+4,100	New	+$327K	﹤0.01%	1196
2020 Q1	–	Sell	-6,681	Closed	-$579K	–	1400
2019 Q4	$579K	Sell	6,681 -185	-3%	-$16.4K	0.01%	941
2019 Q3	$617K	Sell	6,866 -639	-9%	-$53.6K	0.01%	866
2019 Q2	$565K	Buy	7,505 +378	+5%	+$27.2K	0.01%	969
2019 Q1	$508K	Buy	7,127 +1,151	+19%	+$78.8K	0.01%	1000
2018 Q4	$401K	Buy	+5,976	New	+$384K	0.01%	1015

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 $3.38T AUM 44.17% 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

MML Investors Services's AWR Position: Q2 2026 in Review

MML Investors Services opened a new position in American States Water (AWR) in Q2 2026: 2,441 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #3114 among its holdings. This is a return to the name: MML Investors Services previously reported a position in AWR as recently as Q3 2024.

MML Investors Services first reported a position in AWR in Q4 2018 and has held it in 9 quarters since. The position peaked at $617K in Q3 2019. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

MML Investors Services held 2,441 shares of American States Water worth $202K as of Q2 2026.
American States Water was a new MML Investors Services position in Q2 2026.
American States Water made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #3114 holding.
MML Investors Services first reported a position in American States Water in Q4 2018 and has held it in 9 quarters since.
MML Investors Services's American States Water position peaked at $617K in Q3 2019.
410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.