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

Rialto 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 		$248 Buy
3
+2
+200% +$155 ﹤0.01% 1833
2026
Q1 		$76 Sell
1
-2
-67% -$147 ﹤0.01% 1681
2025
Q4 		$218 Buy
3
+2
+200% +$147 ﹤0.01% 1512
2025
Q3 		$74 Sell
1
-6
-86% -$447 ﹤0.01% 1653
2025
Q2 		$537 Buy
+7
New +$549 ﹤0.01% 1117

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

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

Rialto Wealth Management increased its American States Water (AWR) stake by 200% in Q2 2026, buying an estimated $155 and bringing the position to 3 shares worth $248. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

Rialto Wealth Management first reported a position in AWR in Q2 2025 and has held it in 5 quarters since. The position peaked at $537 in Q2 2025. 409 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Rialto Wealth Management held 3 shares of American States Water worth $248 as of Q2 2026.
  • Rialto Wealth Management bought 2 American States Water shares in Q2 2026, an estimated $155.
  • American States Water made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1833 holding.
  • Rialto Wealth Management first reported a position in American States Water in Q2 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's American States Water position peaked at $537 in Q2 2025.
  • 409 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.