Tanglewood Legacy Advisors’s American States Water AWR Stock Holding History

Tanglewood Legacy Advisors’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	$49.6K	Buy	+600	New	+$46.5K	0.02%	167

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 $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Tanglewood Legacy Advisors's AWR Position: Q2 2026 in Review

Tanglewood Legacy Advisors opened a new position in American States Water (AWR) in Q2 2026: 600 shares worth $49.6K. The stake represents 0.02% of the portfolio and ranks #167 among its holdings.

407 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

Tanglewood Legacy Advisors held 600 shares of American States Water worth $49.6K as of Q2 2026.
American States Water was a new Tanglewood Legacy Advisors position in Q2 2026.
American States Water made up 0.02% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #167 holding.
407 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.