Armstrong Advisory Group’s American States Water AWR Stock Holding History

Armstrong Advisory Group’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	$29.8K	Hold	362	–	–	﹤0.01%	514
2026 Q2	$29.9K	Hold	362	–	–	﹤0.01%	525
2026 Q1	$27.4K	Hold	362	–	–	﹤0.01%	504
2025 Q4	$26.2K	Hold	362	–	–	﹤0.01%	512
2025 Q3	$26.5K	Sell	362 -48	-12%	-$3.57K	﹤0.01%	509
2025 Q2	$31.4K	Sell	410 -242	-37%	-$19K	﹤0.01%	469
2025 Q1	$50.7K	Hold	652	–	–	﹤0.01%	375
2024 Q4	$50.7K	Sell	652 -90	-12%	-$7.49K	﹤0.01%	375
2024 Q3	$61.8K	Hold	742	–	–	0.01%	342
2024 Q2	$53.8K	Hold	742	–	–	﹤0.01%	348
2024 Q1	$59.7K	Hold	742	–	–	0.01%	317
2023 Q4	$59.7K	Hold	742	–	–	0.01%	317
2023 Q3	$58.4K	Hold	742	–	–	0.01%	311
2023 Q2	$64.6K	Hold	742	–	–	0.01%	309
2023 Q1	$66K	Hold	742	–	–	0.01%	286
2022 Q4	$68.7K	Buy	+742	New	+$67.6K	0.01%	275

Other funds holding AWR

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Armstrong Advisory Group's AWR Position: Q3 2026 in Review

Armstrong Advisory Group held its American States Water (AWR) position steady in Q3 2026 at 362 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Armstrong Advisory Group first reported a position in AWR in Q4 2022 and has held it in 16 quarters since. The position peaked at $68.7K in Q4 2022. 52 funds tracked by Wall St. Rank hold AWR as of Q3 2026.

Armstrong Advisory Group held 362 shares of American States Water worth $29.8K as of Q3 2026.
Armstrong Advisory Group left its American States Water share count unchanged in Q3 2026.
American States Water made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #514 holding.
Armstrong Advisory Group first reported a position in American States Water in Q4 2022 and has held it in 16 quarters since.
Armstrong Advisory Group's American States Water position peaked at $68.7K in Q4 2022.
52 funds tracked by Wall St. Rank held American States Water as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.