Vista Investment Partners’s American States Water AWR Stock Holding History

Vista Investment Partners’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	$289K	Hold	3,500	–	–	0.07%	146
2026 Q1	$265K	Hold	3,500	–	–	0.07%	149
2025 Q4	$254K	Hold	3,500	–	–	0.07%	146
2025 Q3	$257K	Hold	3,500	–	–	0.07%	139
2025 Q2	$268K	Hold	3,500	–	–	0.08%	135
2025 Q1	$275K	Hold	3,500	–	–	0.08%	137
2024 Q4	$272K	Hold	3,500	–	–	0.08%	137
2024 Q3	$292K	Hold	3,500	–	–	0.09%	128
2024 Q2	$254K	Hold	3,500	–	–	0.08%	136
2024 Q1	$253K	Sell	3,500 -179	-5%	-$13.3K	0.09%	129
2023 Q4	$296K	Buy	+3,679	New	+$294K	0.11%	116

Other funds holding AWR

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Vista Investment Partners's AWR Position: Q2 2026 in Review

Vista Investment Partners held its American States Water (AWR) position steady in Q2 2026 at 3,500 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #146.

Vista Investment Partners first reported a position in AWR in Q4 2023 and has held it in 11 quarters since. The position peaked at $296K in Q4 2023. 62 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

Vista Investment Partners held 3,500 shares of American States Water worth $289K as of Q2 2026.
Vista Investment Partners left its American States Water share count unchanged in Q2 2026.
American States Water made up 0.07% of Vista Investment Partners's portfolio in Q2 2026, its #146 holding.
Vista Investment Partners first reported a position in American States Water in Q4 2023 and has held it in 11 quarters since.
Vista Investment Partners's American States Water position peaked at $296K in Q4 2023.
62 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.