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Buck Wealth Strategies’s American States Water AWR Stock Holding History

Buck Wealth Strategies’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 		$8.48K Buy
+103
New +$7.99K ﹤0.01% 622
2025
Q4 		– Sell
-66,523
Closed -$4.88M – 176
2025
Q3 		$4.88M Buy
66,523
+3,025
+5% +$225K 0.67% 44
2025
Q2 		$4.87M Buy
63,498
+6,796
+12% +$533K 0.74% 45
2025
Q1 		$4.46M Buy
56,702
+5,801
+11% +$437K 0.81% 42
2024
Q4 		$3.96M Buy
+50,901
New +$4.24M 0.82% 46

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 $3.38T AUM 44.17% 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

Buck Wealth Strategies's AWR Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in American States Water (AWR) in Q2 2026: 103 shares worth $8.48K. The stake represents ﹤0.01% of the portfolio and ranks #622 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in AWR as recently as Q3 2025.

Buck Wealth Strategies first reported a position in AWR in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.88M in Q3 2025. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Buck Wealth Strategies held 103 shares of American States Water worth $8.48K as of Q2 2026.
  • American States Water was a new Buck Wealth Strategies position in Q2 2026.
  • American States Water made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #622 holding.
  • Buck Wealth Strategies first reported a position in American States Water in Q4 2024 and has held it in 5 quarters since.
  • Buck Wealth Strategies's American States Water position peaked at $4.88M in Q3 2025.
  • 410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.