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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
Q2 		$2.54K Buy
29
+6
+26% +$465 ﹤0.01% 1262
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 $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

Cornerstone Planning Group's AWR Position: Q2 2026 in Review

Cornerstone Planning Group increased its American States Water (AWR) stake by 26% in Q2 2026, buying an estimated $465 and bringing the position to 29 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Cornerstone Planning Group first reported a position in AWR in Q3 2025 and has held it in 4 quarters since. 409 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Cornerstone Planning Group held 29 shares of American States Water worth $2.54K as of Q2 2026.
  • Cornerstone Planning Group bought 6 American States Water shares in Q2 2026, an estimated $465.
  • American States Water made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1262 holding.
  • Cornerstone Planning Group first reported a position in American States Water in Q3 2025 and has held it in 4 quarters since.
  • 409 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.