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SJS Investment Consulting’s American States Water AWR Stock Holding History

SJS Investment Consulting’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 		$16.7K Buy
202
+143
+242% +$11.1K ﹤0.01% 861
2026
Q1 		$4.46K Buy
59
+38
+181% +$2.8K ﹤0.01% 1068
2025
Q4 		$1.52K Buy
21
+19
+950% +$1.4K ﹤0.01% 1189
2025
Q3 		$147 Sell
2
-1
-33% -$74 ﹤0.01% 1529
2025
Q2 		$230 Sell
3
-3
-50% -$235 ﹤0.01% 1338
2025
Q1 		$473 Buy
6
+1
+20% +$75 ﹤0.01% 1265
2024
Q4 		$389 Sell
5
-2
-29% -$167 ﹤0.01% 1325
2024
Q3 		$584 Buy
7
+1
+17% +$81 ﹤0.01% 1267
2024
Q2 		$436 Hold
6
– – ﹤0.01% 1337
2024
Q1 		$434 Buy
6
+1
+20% +$75 ﹤0.01% 1333
2023
Q4 		$403 Hold
5
– – ﹤0.01% 1310
2023
Q3 		$394 Hold
5
– – ﹤0.01% 1298
2023
Q2 		$435 Sell
5
-2
-29% -$179 ﹤0.01% 1208
2023
Q1 		$623 Sell
7
-1
-13% -$91 ﹤0.01% 1076
2022
Q4 		$740 Buy
8
+5
+167% +$456 ﹤0.01% 1077
2022
Q3 		$0 Buy
+3
New +$255 ﹤0.01% 1050
2022
Q1 		$0 Buy
+1
New +$89 ﹤0.01% 724

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

SJS Investment Consulting's AWR Position: Q2 2026 in Review

SJS Investment Consulting increased its American States Water (AWR) stake by 242% in Q2 2026, buying an estimated $11.1K and bringing the position to 202 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

SJS Investment Consulting first reported a position in AWR in Q1 2022 and has held it in 17 quarters since. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • SJS Investment Consulting held 202 shares of American States Water worth $16.7K as of Q2 2026.
  • SJS Investment Consulting bought 143 American States Water shares in Q2 2026, an estimated $11.1K.
  • American States Water made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #861 holding.
  • SJS Investment Consulting first reported a position in American States Water in Q1 2022 and has held it in 17 quarters since.
  • 410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.