Rise Advisors’s American States Water AWR Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-140	Closed	-$10.3K	–	222
2025 Q3	$10.3K	Hold	140	–	–	﹤0.01%	985
2025 Q2	$10.7K	Hold	140	–	–	﹤0.01%	956
2025 Q1	$11K	Buy	+140	New	+$10.5K	﹤0.01%	903

Other funds holding AWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rise Advisors's AWR Position: Q4 2025 in Review

Rise Advisors sold out of American States Water (AWR) in Q4 2025, closing a stake of 140 shares — an estimated $10.3K sold.

Rise Advisors first reported a position in AWR in Q1 2025 and held it in 3 quarters. The position peaked at $11K in Q1 2025. 360 funds tracked by Wall St. Rank hold AWR as of Q4 2025.

Rise Advisors reported no remaining American States Water position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 140 American States Water shares in Q4 2025, an estimated $10.3K.
Rise Advisors first reported a position in American States Water in Q1 2025 and held it in 3 quarters.
Rise Advisors's American States Water position peaked at $11K in Q1 2025.
360 funds tracked by Wall St. Rank held American States Water as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.