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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Salomon & Ludwin's AWR Position: Q2 2026 in Review

Salomon & Ludwin held its American States Water (AWR) position steady in Q2 2026 at 219 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Salomon & Ludwin first reported a position in AWR in Q3 2025 and has held it in 4 quarters since. The position peaked at $22.1K in Q4 2025. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Salomon & Ludwin held 219 shares of American States Water worth $18.3K as of Q2 2026.
  • Salomon & Ludwin left its American States Water share count unchanged in Q2 2026.
  • American States Water made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1217 holding.
  • Salomon & Ludwin first reported a position in American States Water in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's American States Water position peaked at $22.1K in Q4 2025.
  • 410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.