Ankerstar Wealth’s American States Water AWR Stock Holding History

Ankerstar Wealth’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	$331	Hold	4	–	–	﹤0.01%	774
2026 Q1	$302	Hold	4	–	–	﹤0.01%	756
2025 Q4	$290	Buy	+4	New	+$294	﹤0.01%	800

Other funds holding AWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ankerstar Wealth's AWR Position: Q2 2026 in Review

Ankerstar Wealth held its American States Water (AWR) position steady in Q2 2026 at 4 shares worth $331. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Ankerstar Wealth first reported a position in AWR in Q4 2025 and has held it in 3 quarters since. 407 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

Ankerstar Wealth held 4 shares of American States Water worth $331 as of Q2 2026.
Ankerstar Wealth left its American States Water share count unchanged in Q2 2026.
American States Water made up ﹤0.01% of Ankerstar Wealth's portfolio in Q2 2026, its #774 holding.
Ankerstar Wealth first reported a position in American States Water in Q4 2025 and has held it in 3 quarters since.
407 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.