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Basecamp Wealth Advisors’s American States Water AWR Stock Holding History

Basecamp Wealth Advisors’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 		$33.5K Buy
405
+59
+17% +$4.58K 0.01% 649
2026
Q1 		$26.2K Hold
346
– – 0.01% 734
2025
Q4 		$25.1K Buy
+346
New +$25.5K 0.01% 717

Other funds holding AWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Basecamp Wealth Advisors's AWR Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its American States Water (AWR) stake by 17% in Q2 2026, buying an estimated $4.58K and bringing the position to 405 shares worth $33.5K. The position accounts for 0.01% of the portfolio, ranked #649.

Basecamp Wealth Advisors 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.

  • Basecamp Wealth Advisors held 405 shares of American States Water worth $33.5K as of Q2 2026.
  • Basecamp Wealth Advisors bought 59 American States Water shares in Q2 2026, an estimated $4.58K.
  • American States Water made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #649 holding.
  • Basecamp Wealth Advisors 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 Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.