Ray Dalio
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Ray Dalio’s American States Water AWR Stock Holding History

Ray Dalio’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 		$2.29M Buy
30,349
+9,663
+47% +$712K 0.01% 629
2025
Q4 		$1.5M Buy
20,686
+11,060
+115% +$814K 0.01% 821
2025
Q3 		$706K Buy
+9,626
New +$716K ﹤0.01% 884

Other funds holding AWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Ray Dalio's AWR Position: Q1 2026 in Review

Ray Dalio increased its American States Water (AWR) stake by 47% in Q1 2026, buying an estimated $712K and bringing the position to 30,349 shares worth $2.29M. The position accounts for 0.01% of the portfolio, ranked #629.

Ray Dalio first reported a position in AWR in Q3 2025 and has held it in 3 quarters since. 377 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

  • Ray Dalio held 30,349 shares of American States Water worth $2.29M as of Q1 2026.
  • Ray Dalio bought 9,663 American States Water shares in Q1 2026, an estimated $712K.
  • American States Water made up 0.01% of Ray Dalio's portfolio in Q1 2026, its #629 holding.
  • Ray Dalio first reported a position in American States Water in Q3 2025 and has held it in 3 quarters since.
  • 377 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.