Rothschild Investment LLC’s American States Water AWR Stock Holding History

Rothschild Investment LLC’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	$26.5K	Buy	351 +158	+82%	+$11.6K	﹤0.01%	1314
2025 Q4	$14K	Buy	193 +114	+144%	+$8.39K	﹤0.01%	1455
2025 Q3	$5.79K	Buy	79 +9	+13%	+$670	﹤0.01%	1649
2025 Q2	$5.37K	Buy	70 +20	+40%	+$1.57K	﹤0.01%	1482
2025 Q1	$3.93K	Buy	50 +10	+25%	+$753	﹤0.01%	1550
2024 Q4	$3.11K	Buy	40 +5	+14%	+$416	﹤0.01%	1552
2024 Q3	$2.92K	Buy	35 +20	+133%	+$1.61K	﹤0.01%	1527
2024 Q2	$1.09K	Buy	15 +10	+200%	+$722	﹤0.01%	1618
2024 Q1	$361	Buy	+5	New	+$373	﹤0.01%	1476

Other funds holding AWR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return