Cornerstone Planning Group
AWR icon

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
Q3 		– Sell
-29
Closed -$2.54K – 302
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

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Cornerstone Planning Group's AWR Position: Q3 2026 in Review

Cornerstone Planning Group sold out of American States Water (AWR) in Q3 2026, closing a stake of 29 shares — an estimated $2.54K sold.

Cornerstone Planning Group first reported a position in AWR in Q3 2025 and held it in 4 quarters. The position peaked at $2.54K in Q2 2026. 52 funds tracked by Wall St. Rank hold AWR as of Q3 2026.

  • Cornerstone Planning Group reported no remaining American States Water position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 29 American States Water shares in Q3 2026, an estimated $2.54K.
  • Cornerstone Planning Group first reported a position in American States Water in Q3 2025 and held it in 4 quarters.
  • Cornerstone Planning Group's American States Water position peaked at $2.54K in Q2 2026.
  • 52 funds tracked by Wall St. Rank held American States Water as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.