Amplius Wealth Advisors’s American States Water AWR Stock Holding History

Amplius Wealth Advisors’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	$249K	Buy	3,018 +18	+0.6%	+$1.4K	0.02%	183
2026 Q1	$227K	Hold	3,000	–	–	0.02%	162
2025 Q4	$217K	Hold	3,000	–	–	0.02%	167
2025 Q3	$220K	Hold	3,000	–	–	0.02%	165
2025 Q2	$230K	Hold	3,000	–	–	0.02%	187
2025 Q1	$236K	Hold	3,000	–	–	0.02%	167
2024 Q4	$233K	Hold	3,000	–	–	0.02%	160
2024 Q3	$250K	Hold	3,000	–	–	0.03%	148
2024 Q2	$218K	Hold	3,000	–	–	0.02%	156
2024 Q1	$217K	Hold	3,000	–	–	0.02%	164
2023 Q4	$241K	Hold	3,000	–	–	0.03%	146
2023 Q3	$236K	Hold	3,000	–	–	0.03%	136
2023 Q2	$261K	Hold	3,000	–	–	0.04%	133
2023 Q1	$267K	Hold	3,000	–	–	0.04%	134
2022 Q4	$278K	Hold	3,000	–	–	0.04%	125
2022 Q3	$234K	Hold	3,000	–	–	0.04%	135
2022 Q2	$244K	Hold	3,000	–	–	0.04%	140
2022 Q1	$267K	Hold	3,000	–	–	0.04%	147
2021 Q4	$310K	Buy	+3,000	New	+$283K	0.04%	152

Other funds holding AWR

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Amplius Wealth Advisors's AWR Position: Q2 2026 in Review

Amplius Wealth Advisors increased its American States Water (AWR) stake by 0.6% in Q2 2026, buying an estimated $1.4K and bringing the position to 3,018 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #183.

Amplius Wealth Advisors first reported a position in AWR in Q4 2021 and has held it in 19 quarters since. The position peaked at $310K in Q4 2021. 68 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

Amplius Wealth Advisors held 3,018 shares of American States Water worth $249K as of Q2 2026.
Amplius Wealth Advisors bought 18 American States Water shares in Q2 2026, an estimated $1.4K.
American States Water made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #183 holding.
Amplius Wealth Advisors first reported a position in American States Water in Q4 2021 and has held it in 19 quarters since.
Amplius Wealth Advisors's American States Water position peaked at $310K in Q4 2021.
68 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.