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Hunter Perkins Capital Management’s American States Water AWR Stock Holding History

Hunter Perkins Capital 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 		$1.07M Hold
12,958
– – 0.24% 82
2026
Q1 		$980K Buy
12,958
+1,955
+18% +$144K 0.23% 82
2025
Q4 		$797K Buy
+11,003
New +$810K 0.18% 90

Other funds holding AWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hunter Perkins Capital Management's AWR Position: Q2 2026 in Review

Hunter Perkins Capital Management held its American States Water (AWR) position steady in Q2 2026 at 12,958 shares worth $1.07M. The position accounts for 0.24% of the portfolio, ranked #82.

Hunter Perkins Capital Management first reported a position in AWR in Q4 2025 and has held it in 3 quarters since. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Hunter Perkins Capital Management held 12,958 shares of American States Water worth $1.07M as of Q2 2026.
  • Hunter Perkins Capital Management left its American States Water share count unchanged in Q2 2026.
  • American States Water made up 0.24% of Hunter Perkins Capital Management's portfolio in Q2 2026, its #82 holding.
  • Hunter Perkins Capital Management first reported a position in American States Water in Q4 2025 and has held it in 3 quarters since.
  • 410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Hunter Perkins Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.