Voloridge Investment Management
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Voloridge Investment Management’s American States Water AWR Stock Holding History

Voloridge Investment Management’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
2025
Q4 		– Sell
-17,572
Closed -$1.29M – 1142
2025
Q3 		$1.29M Buy
+17,572
New +$1.31M ﹤0.01% 1006
2025
Q1 		– Sell
-9,607
Closed -$747K – 1167
2024
Q4 		$747K Sell
9,607
-11,531
-55% -$960K ﹤0.01% 1071
2024
Q3 		$1.76M Sell
21,138
-47,171
-69% -$3.8M 0.01% 957
2024
Q2 		$4.96M Buy
68,309
+18,181
+36% +$1.31M 0.02% 752
2024
Q1 		$3.62M Buy
50,128
+6,222
+14% +$464K 0.01% 729
2023
Q4 		$3.53M Buy
43,906
+178
+0.4% +$14.2K 0.01% 695
2023
Q3 		$3.44M Sell
43,728
-8,507
-16% -$725K 0.02% 766
2023
Q2 		$4.54M Buy
52,235
+11,582
+28% +$1.04M 0.02% 704
2023
Q1 		$3.61M Buy
+40,653
New +$3.71M 0.02% 788
2022
Q3 		– Sell
-17,874
Closed -$1.46M – 1391
2022
Q2 		$1.46M Buy
+17,874
New +$1.44M 0.01% 1097
2021
Q3 		– Sell
-26,620
Closed -$2.12M – 1636
2021
Q2 		$2.12M Buy
+26,620
New +$2.12M 0.01% 977
2021
Q1 		– Sell
-4,746
Closed -$377K – 1386
2020
Q4 		$377K Sell
4,746
-2,523
-35% -$193K ﹤0.01% 1180
2020
Q3 		$545K Buy
+7,269
New +$558K ﹤0.01% 1077
2019
Q4 		– Sell
-6,004
Closed -$540K – 1076
2019
Q3 		$540K Buy
+6,004
New +$504K 0.01% 790

Other funds holding AWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Voloridge Investment Management's AWR Position: Q4 2025 in Review

Voloridge Investment Management sold out of American States Water (AWR) in Q4 2025, closing a stake of 17,572 shares — an estimated $1.29M sold.

Voloridge Investment Management first reported a position in AWR in Q3 2019 and held it in 14 quarters. The position peaked at $4.96M in Q2 2024. 360 funds tracked by Wall St. Rank hold AWR as of Q4 2025.

  • Voloridge Investment Management reported no remaining American States Water position as of Q4 2025 after selling out during the quarter.
  • Voloridge Investment Management sold 17,572 American States Water shares in Q4 2025, an estimated $1.29M.
  • Voloridge Investment Management first reported a position in American States Water in Q3 2019 and held it in 14 quarters.
  • Voloridge Investment Management's American States Water position peaked at $4.96M in Q2 2024.
  • 360 funds tracked by Wall St. Rank held American States Water as of Q4 2025.

Based on Voloridge Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.