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Cornerstone Financial Management’s American States Water AWR Stock Holding History

Cornerstone Financial 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 		$1.57K Hold
19
– – ﹤0.01% 933
2026
Q1 		$1.44K Hold
19
– – ﹤0.01% 848
2025
Q4 		$1.38K Buy
+19
New +$1.4K ﹤0.01% 815

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

Cornerstone Financial Management's AWR Position: Q2 2026 in Review

Cornerstone Financial Management held its American States Water (AWR) position steady in Q2 2026 at 19 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Cornerstone Financial Management first reported a position in AWR in Q4 2025 and has held it in 3 quarters since. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Cornerstone Financial Management held 19 shares of American States Water worth $1.57K as of Q2 2026.
  • Cornerstone Financial Management left its American States Water share count unchanged in Q2 2026.
  • American States Water made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #933 holding.
  • Cornerstone Financial Management first reported a position in American States Water in Q4 2025 and has held it in 3 quarters since.
  • 410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.