Asset Planning Inc
AWR icon

Asset Planning Inc’s American States Water AWR Stock Holding History

Asset Planning Inc’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 		$119K Hold
1,450
– – 0.08% 108
2026
Q2 		$120K Hold
1,450
– – 0.08% 109
2026
Q1 		$110K Hold
1,450
– – 0.08% 108
2025
Q4 		$105K Hold
1,450
– – 0.07% 103
2025
Q3 		$106K Hold
1,450
– – 0.08% 104
2025
Q2 		$111K Hold
1,450
– – 0.08% 105
2025
Q1 		$114K Hold
1,450
– – 0.09% 97
2024
Q4 		$113K Buy
+1,450
New +$121K 0.09% 96

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Assenagon Asset Management
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Louisiana State Employees Retirement System
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Weatherly Asset Management
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Asset Planning Inc's AWR Position: Q3 2026 in Review

Asset Planning Inc held its American States Water (AWR) position steady in Q3 2026 at 1,450 shares worth $119K. The position accounts for 0.08% of the portfolio, ranked #108.

Asset Planning Inc first reported a position in AWR in Q4 2024 and has held it in 8 quarters since. The position peaked at $120K in Q2 2026. 81 funds tracked by Wall St. Rank hold AWR as of Q3 2026.

  • Asset Planning Inc held 1,450 shares of American States Water worth $119K as of Q3 2026.
  • Asset Planning Inc left its American States Water share count unchanged in Q3 2026.
  • American States Water made up 0.08% of Asset Planning Inc's portfolio in Q3 2026, its #108 holding.
  • Asset Planning Inc first reported a position in American States Water in Q4 2024 and has held it in 8 quarters since.
  • Asset Planning Inc's American States Water position peaked at $120K in Q2 2026.
  • 81 funds tracked by Wall St. Rank held American States Water as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.