Golden State Wealth Management’s American States Water AWR Stock Holding History

Golden State Wealth 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 Q2	$31.4K	Hold	380	–	–	﹤0.01%	844
2026 Q1	$28.7K	Sell	380 -13	-3%	-$958	﹤0.01%	825
2025 Q4	$28.5K	Hold	393	–	–	﹤0.01%	835
2025 Q3	$28.8K	Hold	393	–	–	﹤0.01%	822
2025 Q2	$30.1K	Buy	393 +13	+3%	+$1.02K	﹤0.01%	773
2025 Q1	$29.9K	Hold	380	–	–	﹤0.01%	706
2024 Q4	$29.5K	Buy	+380	New	+$31.6K	﹤0.01%	677
2020 Q2	–	Sell	-954	Closed	-$78K	–	316
2020 Q1	$78K	Buy	+954	New	+$81.8K	0.03%	288
2019 Q4	–	Sell	-574	Closed	-$52K	–	120
2019 Q3	$52K	Hold	574	–	–	0.02%	417
2019 Q2	$43K	Hold	574	–	–	0.01%	486
2019 Q1	$41K	Buy	+574	New	+$39.3K	0.01%	493

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Golden State Wealth Management's AWR Position: Q2 2026 in Review

Golden State Wealth Management held its American States Water (AWR) position steady in Q2 2026 at 380 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Golden State Wealth Management first reported a position in AWR in Q1 2019 and has held it in 11 quarters since. The position peaked at $78K in Q1 2020. 409 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

Golden State Wealth Management held 380 shares of American States Water worth $31.4K as of Q2 2026.
Golden State Wealth Management left its American States Water share count unchanged in Q2 2026.
American States Water made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #844 holding.
Golden State Wealth Management first reported a position in American States Water in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's American States Water position peaked at $78K in Q1 2020.
409 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.