Financial Gravity Asset Management’s American States Water AWR Stock Holding History

Financial Gravity Asset 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 Q1	$151	Buy	+2	New	+$147	﹤0.01%	856
2025 Q4	–	Sell	-7	Closed	-$513	–	777
2025 Q3	$513	Buy	+7	New	+$521	﹤0.01%	848
2025 Q1	$787	Buy	+10	New	+$753	﹤0.01%	897
2024 Q1	–	Hold	0	–	–	–	1141
2023 Q4	–	Hold	0	–	–	–	1284
2019 Q4	$9K	Hold	104	–	–	0.01%	1201
2019 Q3	$9K	Sell	104 -139	-57%	-$11.7K	0.01%	616
2019 Q2	$18K	Buy	243 +130	+115%	+$9.37K	0.01%	492
2019 Q1	$8K	Buy	+113	New	+$7.74K	0.01%	589

Other funds holding AWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Gravity Asset Management's AWR Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in American States Water (AWR) in Q1 2026: 2 shares worth $151. The stake represents ﹤0.01% of the portfolio and ranks #856 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in AWR as recently as Q3 2025.

Financial Gravity Asset Management first reported a position in AWR in Q1 2019 and has held it in 7 quarters since. The position peaked at $18K in Q2 2019. 377 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

Financial Gravity Asset Management held 2 shares of American States Water worth $151 as of Q1 2026.
American States Water was a new Financial Gravity Asset Management position in Q1 2026.
American States Water made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #856 holding.
Financial Gravity Asset Management first reported a position in American States Water in Q1 2019 and has held it in 7 quarters since.
Financial Gravity Asset Management's American States Water position peaked at $18K in Q2 2019.
377 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.