Modern Wealth Management’s American States Water AWR Stock Holding History

Modern Wealth 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	$207K	Buy	+2,504	New	+$194K	﹤0.01%	1022

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

Modern Wealth Management's AWR Position: Q2 2026 in Review

Modern Wealth Management opened a new position in American States Water (AWR) in Q2 2026: 2,504 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1022 among its holdings.

407 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

Modern Wealth Management held 2,504 shares of American States Water worth $207K as of Q2 2026.
American States Water was a new Modern Wealth Management position in Q2 2026.
American States Water made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1022 holding.
407 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

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