High Note Wealth’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
$6.36K Buy
77
+6
+8% +$465 ﹤0.01% 514
2026
Q1
$5.37K Sell
71
-17
-19% -$1.25K ﹤0.01% 519
2025
Q4
$6.38K Buy
+88
New +$6.48K ﹤0.01% 423

Other funds holding AWR

High Note Wealth's AWR Position: Q2 2026 in Review

High Note Wealth increased its American States Water (AWR) stake by 8.5% in Q2 2026, buying an estimated $465 and bringing the position to 77 shares worth $6.36K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

High Note Wealth first reported a position in AWR in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.38K in Q4 2025. 409 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • High Note Wealth held 77 shares of American States Water worth $6.36K as of Q2 2026.
  • High Note Wealth bought 6 American States Water shares in Q2 2026, an estimated $465.
  • American States Water made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #514 holding.
  • High Note Wealth first reported a position in American States Water in Q4 2025 and has held it in 3 quarters since.
  • High Note Wealth's American States Water position peaked at $6.38K in Q4 2025.
  • 409 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.