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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
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

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

Root Financial Partners's AWR Position: Q1 2026 in Review

Root Financial Partners reduced its American States Water (AWR) stake by 70% in Q1 2026, selling an estimated $12.1K and leaving 70 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

Root Financial Partners first reported a position in AWR in Q3 2025 and has held it in 3 quarters since. The position peaked at $17K in Q4 2025. 375 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

  • Root Financial Partners held 70 shares of American States Water worth $5.29K as of Q1 2026.
  • Root Financial Partners sold 164 American States Water shares in Q1 2026, an estimated $12.1K.
  • American States Water made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1929 holding.
  • Root Financial Partners first reported a position in American States Water in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's American States Water position peaked at $17K in Q4 2025.
  • 375 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.