Financial Gravity Companies’s American States Water AWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$165 Buy
+2
New +$155 ﹤0.01% 907
2025
Q2
$690 Buy
+9
New +$706 ﹤0.01% 835
2024
Q4
$933 Buy
+12
New +$999 ﹤0.01% 817
2018
Q4
$1K Buy
+20
New +$1.28K ﹤0.01% 1022
2018
Q1
Sell
-130
Closed -$7K 1400
2017
Q4
$7K Buy
+130
New +$7.12K 0.01% 629

Other funds holding AWR

Financial Gravity Companies's AWR Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in American States Water (AWR) in Q2 2026: 2 shares worth $165. The stake represents ﹤0.01% of the portfolio and ranks #907 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in AWR as recently as Q2 2025.

Financial Gravity Companies first reported a position in AWR in Q4 2017 and has held it in 5 quarters since. The position peaked at $7K in Q4 2017. 409 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Financial Gravity Companies held 2 shares of American States Water worth $165 as of Q2 2026.
  • American States Water was a new Financial Gravity Companies position in Q2 2026.
  • American States Water made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #907 holding.
  • Financial Gravity Companies first reported a position in American States Water in Q4 2017 and has held it in 5 quarters since.
  • Financial Gravity Companies's American States Water position peaked at $7K in Q4 2017.
  • 409 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.