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Cornerstone Planning Group’s American States Water AWR Stock Holding History

Cornerstone Planning Group’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
Q1 		$1.68K Buy
23
+9
+64% +$663 ﹤0.01% 1333
2025
Q4 		$1.01K Buy
14
+10
+250% +$736 ﹤0.01% 1342
2025
Q3 		$286 Buy
+4
New +$298 ﹤0.01% 1586

Other funds holding AWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cornerstone Planning Group's AWR Position: Q1 2026 in Review

Cornerstone Planning Group increased its American States Water (AWR) stake by 64% in Q1 2026, buying an estimated $663 and bringing the position to 23 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

Cornerstone Planning Group first reported a position in AWR in Q3 2025 and has held it in 3 quarters since. 375 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

  • Cornerstone Planning Group held 23 shares of American States Water worth $1.68K as of Q1 2026.
  • Cornerstone Planning Group bought 9 American States Water shares in Q1 2026, an estimated $663.
  • American States Water made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1333 holding.
  • Cornerstone Planning Group first reported a position in American States Water in Q3 2025 and has held it in 3 quarters since.
  • 375 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.