Superior Planning, LLC’s American States Water AWR Stock Holding History

Superior Planning, LLC’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 Q3	$1.4K	Buy	+17	New	+$1.47K	﹤0.01%	1673

Other funds holding AWR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Superior Planning, LLC's AWR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in American States Water (AWR) in Q3 2026: 17 shares worth $1.4K. The stake represents ﹤0.01% of the portfolio and ranks #1673 among its holdings.

274 funds tracked by Wall St. Rank hold AWR as of Q3 2026.

Superior Planning, LLC held 17 shares of American States Water worth $1.4K as of Q3 2026.
American States Water was a new Superior Planning, LLC position in Q3 2026.
American States Water made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1673 holding.
274 funds tracked by Wall St. Rank held American States Water as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.