SageView Advisory Group’s American States Water AWR Stock Holding History

SageView Advisory Group’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	–	Sell	-175	Closed	-$12.7K	–	729
2025 Q4	$12.7K	Buy	+175	New	+$12.9K	﹤0.01%	1623

Other funds holding AWR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

SageView Advisory Group's AWR Position: Q1 2026 in Review

SageView Advisory Group sold out of American States Water (AWR) in Q1 2026, closing a stake of 175 shares — an estimated $12.7K sold.

SageView Advisory Group first reported a position in AWR in Q4 2025 and held it in 1 quarter. The position peaked at $12.7K in Q4 2025. 377 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

SageView Advisory Group reported no remaining American States Water position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 175 American States Water shares in Q1 2026, an estimated $12.7K.
SageView Advisory Group first reported a position in American States Water in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's American States Water position peaked at $12.7K in Q4 2025.
377 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.