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

Perigon 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
Q1 		$569K Buy
7,526
+463
+7% +$34.1K 0.01% 741
2025
Q4 		$512K Buy
+7,063
New +$520K 0.01% 792

Other funds holding AWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Perigon Wealth Management's AWR Position: Q1 2026 in Review

Perigon Wealth Management increased its American States Water (AWR) stake by 6.6% in Q1 2026, buying an estimated $34.1K and bringing the position to 7,526 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #741.

Perigon Wealth Management first reported a position in AWR in Q4 2025 and has held it in 2 quarters since. 375 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

  • Perigon Wealth Management held 7,526 shares of American States Water worth $569K as of Q1 2026.
  • Perigon Wealth Management bought 463 American States Water shares in Q1 2026, an estimated $34.1K.
  • American States Water made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #741 holding.
  • Perigon Wealth Management first reported a position in American States Water in Q4 2025 and has held it in 2 quarters since.
  • 375 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.