Ulland Investment Advisors’s American States Water AWR Stock Holding History

Ulland Investment 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 Q1	–	Sell	-31	Closed	-$2K	–	212
2025 Q4	$2K	Hold	31	–	–	﹤0.01%	205
2025 Q3	$2K	Hold	31	–	–	﹤0.01%	216
2025 Q2	$2K	Hold	31	–	–	﹤0.01%	201
2025 Q1	$2K	Hold	31	–	–	﹤0.01%	204
2024 Q4	$2K	Hold	31	–	–	﹤0.01%	199
2024 Q3	$3K	Hold	31	–	–	﹤0.01%	186
2024 Q2	$2K	Hold	31	–	–	﹤0.01%	206
2024 Q1	$2K	Hold	31	–	–	﹤0.01%	210
2023 Q4	$2K	Hold	31	–	–	﹤0.01%	184
2023 Q3	$2K	Hold	31	–	–	﹤0.01%	198
2023 Q2	$3K	Hold	31	–	–	﹤0.01%	193
2023 Q1	$3K	Hold	31	–	–	﹤0.01%	183
2022 Q4	$3K	Hold	31	–	–	﹤0.01%	190
2022 Q3	$2K	Hold	31	–	–	﹤0.01%	201
2022 Q2	$3K	Hold	31	–	–	﹤0.01%	225
2022 Q1	$3K	Buy	+31	New	+$2.76K	﹤0.01%	241

Other funds holding AWR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ulland Investment Advisors's AWR Position: Q1 2026 in Review

Ulland Investment Advisors sold out of American States Water (AWR) in Q1 2026, closing a stake of 31 shares — an estimated $2K sold.

Ulland Investment Advisors first reported a position in AWR in Q1 2022 and held it in 16 quarters. The position peaked at $3K in Q3 2024. 375 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

Ulland Investment Advisors reported no remaining American States Water position as of Q1 2026 after selling out during the quarter.
Ulland Investment Advisors sold 31 American States Water shares in Q1 2026, an estimated $2K.
Ulland Investment Advisors first reported a position in American States Water in Q1 2022 and held it in 16 quarters.
Ulland Investment Advisors's American States Water position peaked at $3K in Q3 2024.
375 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Ulland Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.