Root Financial Partners
AWR icon

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
Q3 		$24.2K Buy
+294
New +$25.5K ﹤0.01% 1455
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

Other funds holding AWR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's AWR Position: Q3 2026 in Review

Root Financial Partners opened a new position in American States Water (AWR) in Q3 2026: 294 shares worth $24.2K. The stake represents ﹤0.01% of the portfolio and ranks #1455 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AWR as recently as Q1 2026.

Root Financial Partners first reported a position in AWR in Q3 2025 and has held it in 4 quarters since. 338 funds tracked by Wall St. Rank hold AWR as of Q3 2026.

  • Root Financial Partners held 294 shares of American States Water worth $24.2K as of Q3 2026.
  • American States Water was a new Root Financial Partners position in Q3 2026.
  • American States Water made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1455 holding.
  • Root Financial Partners first reported a position in American States Water in Q3 2025 and has held it in 4 quarters since.
  • 338 funds tracked by Wall St. Rank held American States Water as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.