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

Navigoe 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 		$0 Buy
+1
New +$78 ﹤0.01% 478

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

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

Navigoe Wealth Management opened a new position in American States Water (AWR) in Q2 2026: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #478 among its holdings.

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

  • Navigoe Wealth Management held 1 share of American States Water worth $0 as of Q2 2026.
  • American States Water was a new Navigoe Wealth Management position in Q2 2026.
  • American States Water made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #478 holding.
  • 407 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.