Clarity Asset Management’s American States Water AWR Stock Holding History

Clarity Asset Management’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	–	Sell	-872	Closed	-$66K	–	86
2026 Q1	$66K	Buy	872 +32	+4%	+$2.36K	0.03%	119
2025 Q4	$60.9K	Buy	840 +6	+0.7%	+$442	0.03%	87
2025 Q3	$61.2K	Buy	834 +5	+0.6%	+$372	0.03%	89
2025 Q2	$63.5K	Sell	829 -31	-4%	-$2.43K	0.04%	85
2025 Q1	$67.6K	Sell	860 -151	-15%	-$11.4K	0.04%	71
2024 Q4	$78.5K	Sell	1,011 -6	-0.6%	-$500	0.05%	66
2024 Q3	$84.7K	Sell	1,017 -10	-1%	-$807	0.06%	56
2024 Q2	$74.6K	Buy	1,027 +15	+1%	+$1.08K	0.05%	63
2024 Q1	$73.1K	Buy	1,012 +67	+7%	+$5K	0.05%	67
2023 Q4	$76K	Buy	+945	New	+$75.6K	0.06%	58

Other funds holding AWR

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Clarity Asset Management's AWR Position: Q2 2026 in Review

Clarity Asset Management sold out of American States Water (AWR) in Q2 2026, closing a stake of 872 shares — an estimated $66K sold.

Clarity Asset Management first reported a position in AWR in Q4 2023 and held it in 10 quarters. The position peaked at $84.7K in Q3 2024. 49 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

Clarity Asset Management reported no remaining American States Water position as of Q2 2026 after selling out during the quarter.
Clarity Asset Management sold 872 American States Water shares in Q2 2026, an estimated $66K.
Clarity Asset Management first reported a position in American States Water in Q4 2023 and held it in 10 quarters.
Clarity Asset Management's American States Water position peaked at $84.7K in Q3 2024.
49 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.