HWA
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HCR Wealth Advisors’s American States Water AWR Stock Holding History

HCR Wealth Advisors’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 		$1.05M Sell
12,705
-65
-0.5% -$5.04K 0.09% 111
2026
Q1 		$966K Sell
12,770
-406
-3% -$29.9K 0.1% 111
2025
Q4 		$955K Sell
13,176
-562
-4% -$41.4K 0.09% 115
2025
Q3 		$967K Buy
13,738
+2,257
+20% +$168K 0.1% 111
2025
Q2 		$880K Buy
11,481
+595
+5% +$46.7K 0.1% 111
2025
Q1 		$857K Sell
10,886
-108
-1% -$8.14K 0.11% 109
2024
Q4 		$855K Sell
10,994
-591
-5% -$49.2K 0.11% 110
2024
Q3 		$965K Buy
11,585
+19
+0.2% +$1.53K 0.13% 104
2024
Q2 		$839K Sell
11,566
-11
-0.1% -$794 0.12% 105
2024
Q1 		$836K Sell
11,577
-569
-5% -$42.4K 0.13% 105
2023
Q4 		$977K Buy
12,146
+468
+4% +$37.4K 0.15% 88
2023
Q3 		$919K Sell
11,678
-3,850
-25% -$328K 0.2% 81
2023
Q2 		$1.35M Buy
15,528
+81
+0.5% +$7.25K 0.25% 72
2023
Q1 		$1.37M Sell
15,447
-884
-5% -$80.8K 0.27% 72
2022
Q4 		$1.51M Sell
16,331
-697
-4% -$63.5K 0.32% 69
2022
Q3 		$1.33M Sell
17,028
-21
-0.1% -$1.78K 0.28% 71
2022
Q2 		$1.39M Sell
17,049
-126
-0.7% -$10.1K 0.28% 70
2022
Q1 		$1.53M Sell
17,175
-2,039
-11% -$182K 0.25% 71
2021
Q4 		$1.99M Sell
19,214
-769
-4% -$72.4K 0.31% 71
2021
Q3 		$1.71M Sell
19,983
-13
-0.1% -$1.14K 0.29% 79
2021
Q2 		$1.59M Buy
19,996
+800
+4% +$63.6K 0.28% 77
2021
Q1 		$1.45M Sell
19,196
-2,592
-12% -$200K 0.29% 77
2020
Q4 		$1.73M Buy
21,788
+255
+1% +$19.5K 0.36% 60
2020
Q3 		$1.63M Sell
21,533
-85
-0.4% -$6.53K 0.37% 55
2020
Q2 		$1.7M Buy
21,618
+405
+2% +$32.3K 0.4% 42
2020
Q1 		$1.73M Sell
21,213
-642
-3% -$55.1K 0.5% 36
2019
Q4 		$1.89M Buy
21,855
+111
+0.5% +$9.83K 0.46% 40
2019
Q3 		$1.97M Buy
21,744
+400
+2% +$33.6K 0.65% 35
2019
Q2 		$1.61M Buy
21,344
+4,081
+24% +$294K 0.46% 43
2019
Q1 		$1.22M Sell
17,263
-4,747
-22% -$325K 0.35% 56
2018
Q4 		$1.48M Buy
22,010
+10
+0% +$642 0.48% 44
2018
Q3 		$1.35M Buy
22,000
+357
+2% +$21.4K 0.44% 55
2018
Q2 		$1.25M Buy
21,643
+1,566
+8% +$86.8K 0.41% 58
2018
Q1 		$1.06M Buy
20,077
+414
+2% +$22.4K 0.37% 66
2017
Q4 		$1.14M Buy
19,663
+253
+1% +$13.9K 0.4% 59
2017
Q3 		$956K Buy
+19,410
New +$958K 0.4% 61
2017
Q2 		– Sell
-17,363
Closed -$769K – 148
2017
Q1 		$769K Sell
17,363
-2,390
-12% -$105K 0.39% 65
2016
Q4 		$900K Buy
+19,753
New +$824K 0.48% 49

Other funds holding AWR

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

HCR Wealth Advisors's AWR Position: Q2 2026 in Review

HCR Wealth Advisors reduced its American States Water (AWR) stake by 0.51% in Q2 2026, selling an estimated $5.04K and leaving 12,705 shares worth $1.05M. The position accounts for 0.09% of the portfolio, ranked #111.

HCR Wealth Advisors first reported a position in AWR in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.99M in Q4 2021. 38 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • HCR Wealth Advisors held 12,705 shares of American States Water worth $1.05M as of Q2 2026.
  • HCR Wealth Advisors sold 65 American States Water shares in Q2 2026, an estimated $5.04K.
  • American States Water made up 0.09% of HCR Wealth Advisors's portfolio in Q2 2026, its #111 holding.
  • HCR Wealth Advisors first reported a position in American States Water in Q4 2016 and has held it in 38 quarters since.
  • HCR Wealth Advisors's American States Water position peaked at $1.99M in Q4 2021.
  • 38 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.