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Yousif Capital Management’s American States Water AWR Stock Holding History

Yousif Capital Management’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 		$859K Buy
10,394
+70
+0.7% +$5.43K 0.01% 1135
2026
Q1 		$781K Sell
10,324
-153
-1% -$11.3K 0.01% 1189
2025
Q4 		$784K Sell
10,477
-1,425
-12% -$105K 0.01% 1209
2025
Q3 		$873K Sell
11,902
-2,446
-17% -$182K 0.01% 1176
2025
Q2 		$1.1M Buy
14,348
+393
+3% +$30.8K 0.01% 1081
2025
Q1 		$1.1M Sell
13,955
-367
-3% -$27.7K 0.01% 1059
2024
Q4 		$1.11M Sell
14,322
-216
-1% -$18K 0.01% 1085
2024
Q3 		$1.21M Sell
14,538
-352
-2% -$28.4K 0.01% 1071
2024
Q2 		$1.08M Sell
14,890
-1,777
-11% -$128K 0.01% 1092
2024
Q1 		$1.2M Sell
16,667
-1,602
-9% -$119K 0.01% 1100
2023
Q4 		$1.47M Sell
18,269
-19
-0.1% -$1.52K 0.02% 995
2023
Q3 		$1.44M Sell
18,288
-1,230
-6% -$105K 0.02% 928
2023
Q2 		$1.7M Sell
19,518
-1,236
-6% -$111K 0.02% 863
2023
Q1 		$1.84M Sell
20,754
-2,680
-11% -$245K 0.02% 818
2022
Q4 		$2.17M Sell
23,434
-6,350
-21% -$579K 0.03% 701
2022
Q3 		$2.32M Sell
29,784
-413
-1% -$35.1K 0.03% 638
2022
Q2 		$2.46M Sell
30,197
-3,310
-10% -$266K 0.03% 666
2022
Q1 		$2.98M Sell
33,507
-120
-0.4% -$10.7K 0.03% 650
2021
Q4 		$3.48M Buy
+33,627
New +$3.17M 0.04% 583

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
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
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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Yousif Capital Management's AWR Position: Q2 2026 in Review

Yousif Capital Management increased its American States Water (AWR) stake by 0.68% in Q2 2026, buying an estimated $5.43K and bringing the position to 10,394 shares worth $859K. The position accounts for 0.01% of the portfolio, ranked #1135.

Yousif Capital Management first reported a position in AWR in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.48M in Q4 2021. 207 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Yousif Capital Management held 10,394 shares of American States Water worth $859K as of Q2 2026.
  • Yousif Capital Management bought 70 American States Water shares in Q2 2026, an estimated $5.43K.
  • American States Water made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1135 holding.
  • Yousif Capital Management first reported a position in American States Water in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's American States Water position peaked at $3.48M in Q4 2021.
  • 207 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.