Anchor Investment Management’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $41.9K | Sell |
508
-120
| -19% | -$9.3K | ﹤0.01% | 646 |
|
|
2026
Q1 | $47.5K | Buy |
628
+4
| +0.6% | +$295 | ﹤0.01% | 592 |
|
|
2025
Q4 | $45.3K | Buy |
624
+4
| +0.6% | +$294 | ﹤0.01% | 605 |
|
|
2025
Q3 | $45.5K | Buy |
620
+4
| +0.6% | +$298 | ﹤0.01% | 603 |
|
|
2025
Q2 | $47.2K | Buy |
616
+4
| +0.7% | +$314 | ﹤0.01% | 590 |
|
|
2025
Q1 | $48.2K | Buy |
612
+3
| +0.5% | +$226 | ﹤0.01% | 575 |
|
|
2024
Q4 | $47.3K | Buy |
609
+4
| +0.7% | +$333 | ﹤0.01% | 581 |
|
|
2024
Q3 | $50.4K | Buy |
605
+3
| +0.5% | +$242 | ﹤0.01% | 571 |
|
|
2024
Q2 | $43.7K | Buy |
602
+4
| +0.7% | +$289 | ﹤0.01% | 539 |
|
|
2024
Q1 | $43.2K | Buy |
598
+3
| +0.5% | +$224 | ﹤0.01% | 561 |
|
|
2023
Q4 | $47.8K | Buy |
595
+3
| +0.5% | +$240 | 0.01% | 524 |
|
|
2023
Q3 | $46.6K | Buy |
592
+3
| +0.5% | +$256 | 0.01% | 517 |
|
|
2023
Q2 | $51.2K | Buy |
589
+3
| +0.5% | +$269 | 0.01% | 504 |
|
|
2023
Q1 | $52.1K | Hold |
586
| – | – | 0.01% | 527 |
|
|
2022
Q4 | $54.2K | Hold |
586
| – | – | 0.01% | 507 |
|
|
2022
Q3 | $45.7K | Hold |
586
| – | – | 0.01% | 518 |
|
|
2022
Q2 | $47.8K | Hold |
586
| – | – | 0.01% | 542 |
|
|
2022
Q1 | $52.2K | Hold |
586
| – | – | 0.01% | 544 |
|
|
2021
Q4 | $60.6K | Hold |
586
| – | – | 0.01% | 536 |
|
|
2021
Q3 | $50.1K | Hold |
586
| – | – | 0.01% | 525 |
|
|
2021
Q2 | $46.6K | Hold |
586
| – | – | 0.01% | 545 |
|
|
2021
Q1 | $44.3K | Hold |
586
| – | – | 0.01% | 527 |
|
|
2020
Q4 | $46.6K | Hold |
586
| – | – | 0.01% | 478 |
|
|
2020
Q3 | $43.9K | Hold |
586
| – | – | 0.01% | 453 |
|
|
2020
Q2 | $46.1K | Hold |
586
| – | – | 0.01% | 443 |
|
|
2020
Q1 | $47.9K | Hold |
586
| – | – | 0.01% | 427 |
|
|
2019
Q4 | $50.8K | Hold |
586
| – | – | 0.01% | 458 |
|
|
2019
Q3 | $52.7K | Hold |
586
| – | – | 0.01% | 448 |
|
|
2019
Q2 | $44.1K | Hold |
586
| – | – | 0.01% | 472 |
|
|
2019
Q1 | $41.8K | Hold |
586
| – | – | 0.01% | 472 |
|
|
2018
Q4 | $39.3K | Hold |
586
| – | – | 0.01% | 469 |
|
|
2018
Q3 | $35.8K | Hold |
586
| – | – | 0.01% | 516 |
|
|
2018
Q2 | $33.5K | Hold |
586
| – | – | 0.01% | 532 |
|
|
2018
Q1 | $31.1K | Hold |
586
| – | – | 0.01% | 529 |
|
|
2017
Q4 | $33.9K | Buy |
+586
| New | +$32.1K | 0.01% | 511 |
|
Other funds holding AWR
Anchor Investment Management's AWR Position: Q2 2026 in Review
Anchor Investment Management reduced its American States Water (AWR) stake by 19% in Q2 2026, selling an estimated $9.3K and leaving 508 shares worth $41.9K. The position accounts for ﹤0.01% of the portfolio, ranked #646.
Anchor Investment Management first reported a position in AWR in Q4 2017 and has held it in 35 quarters since. The position peaked at $60.6K in Q4 2021. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.
- Anchor Investment Management held 508 shares of American States Water worth $41.9K as of Q2 2026.
- Anchor Investment Management sold 120 American States Water shares in Q2 2026, an estimated $9.3K.
- American States Water made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #646 holding.
- Anchor Investment Management first reported a position in American States Water in Q4 2017 and has held it in 35 quarters since.
- Anchor Investment Management's American States Water position peaked at $60.6K in Q4 2021.
- 410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.
Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.