Salomon & Ludwin
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Salomon & Ludwin’s American States Water AWR Stock Holding History

Salomon & Ludwin’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 		$18K Hold
219
– – ﹤0.01% 1012
2026
Q2 		$18.3K Hold
219
– – ﹤0.01% 1217
2026
Q1 		$17K Sell
219
-90
-29% -$6.63K ﹤0.01% 1199
2025
Q4 		$22.1K Buy
309
+36
+13% +$2.65K ﹤0.01% 824
2025
Q3 		$19.3K Buy
+273
New +$20.3K ﹤0.01% 836

Other funds holding AWR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Salomon & Ludwin's AWR Position: Q3 2026 in Review

Salomon & Ludwin held its American States Water (AWR) position steady in Q3 2026 at 219 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Salomon & Ludwin first reported a position in AWR in Q3 2025 and has held it in 5 quarters since. The position peaked at $22.1K in Q4 2025. 234 funds tracked by Wall St. Rank hold AWR as of Q3 2026.

  • Salomon & Ludwin held 219 shares of American States Water worth $18K as of Q3 2026.
  • Salomon & Ludwin left its American States Water share count unchanged in Q3 2026.
  • American States Water made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1012 holding.
  • Salomon & Ludwin first reported a position in American States Water in Q3 2025 and has held it in 5 quarters since.
  • Salomon & Ludwin's American States Water position peaked at $22.1K in Q4 2025.
  • 234 funds tracked by Wall St. Rank held American States Water as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.