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Sunbelt Securities’s American States Water AWR Stock Holding History

Sunbelt Securities’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 		$1.81K Sell
24
-6
-20% -$442 ﹤0.01% 1959
2025
Q4 		$2.17K Sell
30
-5
-14% -$368 ﹤0.01% 1864
2025
Q3 		$2.57K Buy
+35
New +$2.6K ﹤0.01% 1796

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sunbelt Securities's AWR Position: Q1 2026 in Review

Sunbelt Securities reduced its American States Water (AWR) stake by 20% in Q1 2026, selling an estimated $442 and leaving 24 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1959.

Sunbelt Securities first reported a position in AWR in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.57K in Q3 2025. 377 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

  • Sunbelt Securities held 24 shares of American States Water worth $1.81K as of Q1 2026.
  • Sunbelt Securities sold 6 American States Water shares in Q1 2026, an estimated $442.
  • American States Water made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1959 holding.
  • Sunbelt Securities first reported a position in American States Water in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's American States Water position peaked at $2.57K in Q3 2025.
  • 377 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.