Wealthfront Advisers
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Wealthfront Advisers’s American States Water AWR Stock Holding History

Wealthfront Advisers’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 		$271K Sell
3,285
-45
-1% -$3.49K ﹤0.01% 1013
2026
Q1 		$252K Sell
3,330
-9
-0.3% -$663 ﹤0.01% 986
2025
Q4 		$242K Buy
3,339
+150
+5% +$11K ﹤0.01% 976
2025
Q3 		$234K Buy
3,189
+74
+2% +$5.51K ﹤0.01% 951
2025
Q2 		$239K Buy
3,115
+190
+6% +$14.9K ﹤0.01% 916
2025
Q1 		$230K Buy
2,925
+45
+2% +$3.39K ﹤0.01% 887
2024
Q4 		$224K Buy
2,880
+90
+3% +$7.49K ﹤0.01% 874
2024
Q3 		$232K Buy
+2,790
New +$225K ﹤0.01% 861
2024
Q1 		– Sell
-2,742
Closed -$221K – 868
2023
Q4 		$221K Sell
2,742
-41
-1% -$3.28K ﹤0.01% 827
2023
Q3 		$219K Sell
2,783
-26
-0.9% -$2.21K ﹤0.01% 804
2023
Q2 		$244K Sell
2,809
-14
-0.5% -$1.25K ﹤0.01% 794
2023
Q1 		$251K Buy
2,823
+94
+3% +$8.59K ﹤0.01% 774
2022
Q4 		$253K Sell
2,729
-12
-0.4% -$1.09K ﹤0.01% 740
2022
Q3 		$214K Sell
2,741
-6
-0.2% -$509 ﹤0.01% 743
2022
Q2 		$224K Sell
2,747
-118
-4% -$9.49K ﹤0.01% 739
2022
Q1 		$255K Sell
2,865
-12
-0.4% -$1.07K ﹤0.01% 729
2021
Q4 		$297K Sell
2,877
-8
-0.3% -$753 ﹤0.01% 684
2021
Q3 		$247K Sell
2,885
-71
-2% -$6.24K ﹤0.01% 653
2021
Q2 		$235K Buy
2,956
+104
+4% +$8.27K ﹤0.01% 598
2021
Q1 		$216K Sell
2,852
-199
-7% -$15.3K ﹤0.01% 536
2020
Q4 		$242K Buy
3,051
+86
+3% +$6.59K ﹤0.01% 505
2020
Q3 		$222K Buy
2,965
+79
+3% +$6.07K ﹤0.01% 493
2020
Q2 		$227K Sell
2,886
-109
-4% -$8.69K ﹤0.01% 485
2020
Q1 		$245K Buy
2,995
+58
+2% +$4.97K ﹤0.01% 411
2019
Q4 		$254K Buy
2,937
+48
+2% +$4.25K ﹤0.01% 463
2019
Q3 		$260K Buy
2,889
+22
+0.8% +$1.85K ﹤0.01% 441
2019
Q2 		$216K Buy
2,867
+16
+0.6% +$1.15K ﹤0.01% 473
2019
Q1 		$203K Buy
+2,851
New +$195K ﹤0.01% 474

Other funds holding AWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wealthfront Advisers's AWR Position: Q2 2026 in Review

Wealthfront Advisers reduced its American States Water (AWR) stake by 1.4% in Q2 2026, selling an estimated $3.49K and leaving 3,285 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Wealthfront Advisers first reported a position in AWR in Q1 2019 and has held it in 28 quarters since. The position peaked at $297K in Q4 2021. 259 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Wealthfront Advisers held 3,285 shares of American States Water worth $271K as of Q2 2026.
  • Wealthfront Advisers sold 45 American States Water shares in Q2 2026, an estimated $3.49K.
  • American States Water made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #1013 holding.
  • Wealthfront Advisers first reported a position in American States Water in Q1 2019 and has held it in 28 quarters since.
  • Wealthfront Advisers's American States Water position peaked at $297K in Q4 2021.
  • 259 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.