Washington Trust Advisors’s American States Water AWR Stock Holding History

Washington Trust 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 Q2	–	Sell	-100	Closed	-$7.56K	–	726
2026 Q1	$7.56K	Hold	100	–	–	﹤0.01%	512
2025 Q4	$7.25K	Hold	100	–	–	﹤0.01%	526
2025 Q3	$7.33K	Hold	100	–	–	﹤0.01%	571
2025 Q2	$7.67K	Hold	100	–	–	﹤0.01%	512
2025 Q1	$7.87K	Hold	100	–	–	﹤0.01%	501
2024 Q4	$7.77K	Hold	100	–	–	﹤0.01%	511
2024 Q3	$8.33K	Hold	100	–	–	﹤0.01%	503
2024 Q2	$7.26K	Hold	100	–	–	﹤0.01%	510
2024 Q1	$7.22K	Hold	100	–	–	﹤0.01%	525
2023 Q4	$8.04K	Hold	100	–	–	﹤0.01%	513
2023 Q3	$7.87K	Hold	100	–	–	﹤0.01%	493
2023 Q2	$8.7K	Hold	100	–	–	﹤0.01%	479
2023 Q1	$8.89K	Hold	100	–	–	﹤0.01%	514
2022 Q4	$9.26K	Hold	100	–	–	﹤0.01%	509
2022 Q3	$8K	Hold	100	–	–	﹤0.01%	629
2022 Q2	$8K	Hold	100	–	–	﹤0.01%	659
2022 Q1	$9K	Hold	100	–	–	﹤0.01%	716
2021 Q4	$10K	Buy	+100	New	+$9.42K	﹤0.01%	726

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 $3.38T AUM 44.17% 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

Washington Trust Advisors's AWR Position: Q2 2026 in Review

Washington Trust Advisors sold out of American States Water (AWR) in Q2 2026, closing a stake of 100 shares — an estimated $7.56K sold.

Washington Trust Advisors first reported a position in AWR in Q4 2021 and held it in 18 quarters. The position peaked at $10K in Q4 2021. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

Washington Trust Advisors reported no remaining American States Water position as of Q2 2026 after selling out during the quarter.
Washington Trust Advisors sold 100 American States Water shares in Q2 2026, an estimated $7.56K.
Washington Trust Advisors first reported a position in American States Water in Q4 2021 and held it in 18 quarters.
Washington Trust Advisors's American States Water position peaked at $10K in Q4 2021.
410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.