Vise Technologies’s American States Water AWR Stock Holding History

Vise Technologies’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	–	Sell	-4,486	Closed	-$325K	–	1830
2026 Q1	$325K	Hold	4,486	–	–	0.01%	1101
2025 Q4	$325K	Buy	+4,486	New	+$330K	0.01%	1107

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

Vise Technologies's AWR Position: Q2 2026 in Review

Vise Technologies sold out of American States Water (AWR) in Q2 2026, closing a stake of 4,486 shares — an estimated $325K sold.

Vise Technologies first reported a position in AWR in Q4 2025 and held it in 2 quarters. The position peaked at $325K in Q1 2026. 408 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

Vise Technologies reported no remaining American States Water position as of Q2 2026 after selling out during the quarter.
Vise Technologies sold 4,486 American States Water shares in Q2 2026, an estimated $325K.
Vise Technologies first reported a position in American States Water in Q4 2025 and held it in 2 quarters.
Vise Technologies's American States Water position peaked at $325K in Q1 2026.
408 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.