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Wealthspire Advisors (New York)’s American States Water AWR Stock Holding History

Wealthspire Advisors (New York)’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
-502
Closed -$36.8K – 1192
2025
Q3 		$36.8K Buy
+502
New +$37.4K ﹤0.01% 1360

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 $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s AWR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of American States Water (AWR) in Q4 2025, closing a stake of 502 shares — an estimated $36.8K sold.

Wealthspire Advisors (New York) first reported a position in AWR in Q3 2025 and held it in 1 quarter. The position peaked at $36.8K in Q3 2025. 360 funds tracked by Wall St. Rank hold AWR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining American States Water position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 502 American States Water shares in Q4 2025, an estimated $36.8K.
  • Wealthspire Advisors (New York) first reported a position in American States Water in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s American States Water position peaked at $36.8K in Q3 2025.
  • 360 funds tracked by Wall St. Rank held American States Water as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.