Bank Julius Baer & Co’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
Q1
$120K Buy
1,588
+480
+43% +$35.4K ﹤0.01% 537
2025
Q4
$80.3K Hold
1,108
﹤0.01% 548
2025
Q3
$81.2K Buy
+1,108
New +$82.5K ﹤0.01% 555
2024
Q3
Sell
-935
Closed -$75.5K 513
2024
Q2
$75.5K Sell
935
-106
-10% -$7.65K ﹤0.01% 409
2024
Q1
$75.2K Buy
+1,041
New +$77.6K ﹤0.01% 450

Other funds holding AWR

Bank Julius Baer & Co's AWR Position: Q1 2026 in Review

Bank Julius Baer & Co increased its American States Water (AWR) stake by 43% in Q1 2026, buying an estimated $35.4K and bringing the position to 1,588 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Bank Julius Baer & Co first reported a position in AWR in Q1 2024 and has held it in 5 quarters since. 375 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

  • Bank Julius Baer & Co held 1,588 shares of American States Water worth $120K as of Q1 2026.
  • Bank Julius Baer & Co bought 480 American States Water shares in Q1 2026, an estimated $35.4K.
  • American States Water made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #537 holding.
  • Bank Julius Baer & Co first reported a position in American States Water in Q1 2024 and has held it in 5 quarters since.
  • 375 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.