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Creative Financial Designs’s American States Water AWR Stock Holding History

Creative Financial Designs’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 		$30.4K Hold
368
– – ﹤0.01% 1177
2026
Q1 		$27.8K Sell
368
-250
-40% -$18.4K ﹤0.01% 1096
2025
Q4 		$44.8K Sell
618
-801
-56% -$59K ﹤0.01% 901
2025
Q3 		$104K Sell
1,419
-7,133
-83% -$531K 0.01% 638
2025
Q2 		$656K Sell
8,552
-297
-3% -$23.3K 0.05% 277
2025
Q1 		$696K Buy
8,849
+186
+2% +$14K 0.06% 238
2024
Q4 		$673K Sell
8,663
-165
-2% -$13.7K 0.05% 245
2024
Q3 		$735K Buy
8,828
+269
+3% +$21.7K 0.06% 231
2024
Q2 		$621K Buy
8,559
+453
+6% +$32.7K 0.06% 242
2024
Q1 		$586K Buy
8,106
+1,080
+15% +$80.5K 0.06% 243
2023
Q4 		$565K Buy
7,026
+776
+12% +$62.1K 0.06% 226
2023
Q3 		$492K Sell
6,250
-10
-0.2% -$852 0.06% 220
2023
Q2 		$545K Buy
6,260
+102
+2% +$9.13K 0.06% 203
2023
Q1 		$547K Buy
6,158
+82
+1% +$7.49K 0.07% 193
2022
Q4 		$562K Buy
6,076
+218
+4% +$19.9K 0.08% 184
2022
Q3 		$457K Buy
5,858
+244
+4% +$20.7K 0.07% 186
2022
Q2 		$458K Buy
5,614
+217
+4% +$17.4K 0.08% 190
2022
Q1 		$480K Buy
5,397
+60
+1% +$5.35K 0.07% 198
2021
Q4 		$552K Buy
5,337
+158
+3% +$14.9K 0.08% 177
2021
Q3 		$443K Buy
5,179
+154
+3% +$13.5K 0.07% 199
2021
Q2 		$400K Buy
5,025
+255
+5% +$20.3K 0.07% 204
2021
Q1 		$361K Buy
4,770
+12
+0.3% +$924 0.07% 203
2020
Q4 		$378K Buy
4,758
+56
+1% +$4.29K 0.08% 181
2020
Q3 		$352K Buy
4,702
+89
+2% +$6.84K 0.09% 173
2020
Q2 		$363K Buy
4,613
+1,409
+44% +$112K 0.11% 138
2020
Q1 		$262K Buy
+3,204
New +$275K 0.13% 98

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

Creative Financial Designs's AWR Position: Q2 2026 in Review

Creative Financial Designs held its American States Water (AWR) position steady in Q2 2026 at 368 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Creative Financial Designs first reported a position in AWR in Q1 2020 and has held it in 26 quarters since. The position peaked at $735K in Q3 2024. 408 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Creative Financial Designs held 368 shares of American States Water worth $30.4K as of Q2 2026.
  • Creative Financial Designs left its American States Water share count unchanged in Q2 2026.
  • American States Water made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1177 holding.
  • Creative Financial Designs first reported a position in American States Water in Q1 2020 and has held it in 26 quarters since.
  • Creative Financial Designs's American States Water position peaked at $735K in Q3 2024.
  • 408 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.