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Root Financial Partners’s American States Water AWR Stock Holding History

Root Financial Partners’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 		– Sell
-70
Closed -$5.29K – 663
2026
Q1 		$5.29K Sell
70
-164
-70% -$12.1K ﹤0.01% 1929
2025
Q4 		$17K Buy
234
+10
+4% +$736 ﹤0.01% 1256
2025
Q3 		$16.4K Buy
+224
New +$16.7K ﹤0.01% 1215

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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

Root Financial Partners's AWR Position: Q2 2026 in Review

Root Financial Partners sold out of American States Water (AWR) in Q2 2026, closing a stake of 70 shares — an estimated $5.29K sold.

Root Financial Partners first reported a position in AWR in Q3 2025 and held it in 3 quarters. The position peaked at $17K in Q4 2025. 409 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Root Financial Partners reported no remaining American States Water position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 70 American States Water shares in Q2 2026, an estimated $5.29K.
  • Root Financial Partners first reported a position in American States Water in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's American States Water position peaked at $17K in Q4 2025.
  • 409 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.