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Waverly Advisors’s American States Water AWR Stock Holding History

Waverly 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 		$483K Buy
5,844
+1,552
+36% +$120K ﹤0.01% 1193
2026
Q1 		$325K Buy
+4,292
New +$316K ﹤0.01% 1264

Other funds holding AWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Waverly Advisors's AWR Position: Q2 2026 in Review

Waverly Advisors increased its American States Water (AWR) stake by 36% in Q2 2026, buying an estimated $120K and bringing the position to 5,844 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Waverly Advisors first reported a position in AWR in Q1 2026 and has held it in 2 quarters since. 408 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Waverly Advisors held 5,844 shares of American States Water worth $483K as of Q2 2026.
  • Waverly Advisors bought 1,552 American States Water shares in Q2 2026, an estimated $120K.
  • American States Water made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1193 holding.
  • Waverly Advisors first reported a position in American States Water in Q1 2026 and has held it in 2 quarters since.
  • 408 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.