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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
Q3 		$288K Hold
3,500
– – 0.08% 142
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

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Vista Investment Partners's AWR Position: Q3 2026 in Review

Vista Investment Partners held its American States Water (AWR) position steady in Q3 2026 at 3,500 shares worth $288K. The position accounts for 0.08% of the portfolio, ranked #142.

Vista Investment Partners first reported a position in AWR in Q4 2023 and has held it in 12 quarters since. The position peaked at $296K in Q4 2023. 8 funds tracked by Wall St. Rank hold AWR as of Q3 2026.

  • Vista Investment Partners held 3,500 shares of American States Water worth $288K as of Q3 2026.
  • Vista Investment Partners left its American States Water share count unchanged in Q3 2026.
  • American States Water made up 0.08% of Vista Investment Partners's portfolio in Q3 2026, its #142 holding.
  • Vista Investment Partners first reported a position in American States Water in Q4 2023 and has held it in 12 quarters since.
  • Vista Investment Partners's American States Water position peaked at $296K in Q4 2023.
  • 8 funds tracked by Wall St. Rank held American States Water as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.