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WorthPointe’s American States Water AWR Stock Holding History

WorthPointe’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 		$387K Buy
+4,679
New +$363K 0.1% 84

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

WorthPointe's AWR Position: Q2 2026 in Review

WorthPointe opened a new position in American States Water (AWR) in Q2 2026: 4,679 shares worth $387K. The stake represents 0.1% of the portfolio and ranks #84 among its holdings.

407 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • WorthPointe held 4,679 shares of American States Water worth $387K as of Q2 2026.
  • American States Water was a new WorthPointe position in Q2 2026.
  • American States Water made up 0.1% of WorthPointe's portfolio in Q2 2026, its #84 holding.
  • 407 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.