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IFP Advisors’s American States Water AWR Stock Holding History

IFP 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 		$97.4K Buy
1,179
+539
+84% +$41.8K ﹤0.01% 1993
2026
Q1 		$48.4K Buy
640
+91
+17% +$6.71K ﹤0.01% 2263
2025
Q4 		$39.8K Buy
549
+292
+114% +$21.5K ﹤0.01% 2316
2025
Q3 		$18.8K Sell
257
-48
-16% -$3.57K ﹤0.01% 2607
2025
Q2 		$23.4K Buy
305
+106
+53% +$8.32K ﹤0.01% 2459
2025
Q1 		$15.7K Hold
199
– – ﹤0.01% 2396
2024
Q4 		$15.5K Buy
199
+9
+5% +$749 ﹤0.01% 2361
2024
Q3 		$15.8K Buy
190
+99
+109% +$7.99K ﹤0.01% 2242
2024
Q2 		$6.6K Hold
91
– – ﹤0.01% 2480
2024
Q1 		$6.57K Hold
91
– – ﹤0.01% 2377
2023
Q4 		$7.32K Hold
91
– – ﹤0.01% 2293
2023
Q3 		$7.16K Hold
91
– – ﹤0.01% 2389
2023
Q2 		$7.92K Sell
91
-1
-1% -$90 ﹤0.01% 2375
2023
Q1 		$5.16K Sell
92
-345
-79% -$31.5K ﹤0.01% 2554
2022
Q4 		$36K Sell
437
-60
-12% -$5.47K ﹤0.01% 2455
2022
Q3 		$39K Hold
497
– – ﹤0.01% 2555
2022
Q2 		$39K Hold
497
– – ﹤0.01% 2325
2022
Q1 		$39K Buy
497
+329
+196% +$29.3K ﹤0.01% 2325
2021
Q4 		$18K Buy
168
+6
+4% +$565 ﹤0.01% 1985
2021
Q3 		$15K Buy
162
+8
+5% +$704 ﹤0.01% 2106
2021
Q2 		$12K Hold
154
– – ﹤0.01% 2132
2021
Q1 		$12K Hold
154
– – ﹤0.01% 2049
2020
Q4 		$12K Sell
154
-777
-83% -$59.5K ﹤0.01% 1979
2020
Q3 		$70K Sell
931
-101
-10% -$7.76K ﹤0.01% 1152
2020
Q2 		$80K Sell
1,032
-4
-0.4% -$319 0.01% 1005
2020
Q1 		$84K Buy
1,036
+59
+6% +$5.06K 0.01% 902
2019
Q4 		$84K Hold
977
– – 0.01% 1025
2019
Q3 		$88K Buy
+977
New +$82K 0.01% 1119
2019
Q1 		$271K Buy
3,753
+1,029
+38% +$70.5K 0.04% 403
2018
Q4 		$182K Sell
2,724
-1,214
-31% -$78K 0.01% 904
2018
Q3 		$241K Buy
3,938
+132
+3% +$7.93K 0.01% 981
2018
Q2 		$218K Buy
3,806
+2,739
+257% +$152K 0.01% 1018
2018
Q1 		$62K Hold
1,067
– – ﹤0.01% 1681
2017
Q4 		$62K Sell
1,067
-4,643
-81% -$254K ﹤0.01% 1698
2017
Q3 		$281K Buy
5,710
+162
+3% +$8K 0.01% 950
2017
Q2 		$263K Buy
5,548
+101
+2% +$4.64K 0.01% 977
2017
Q1 		$241K Sell
5,447
-461
-8% -$20.2K 0.01% 1025
2016
Q4 		$269K Sell
5,908
-26
-0.4% -$1.08K 0.01% 904
2016
Q3 		$238K Buy
5,934
+52
+0.9% +$2.15K 0.01% 916
2016
Q2 		$258K Buy
5,882
+2,129
+57% +$85.9K 0.01% 847
2016
Q1 		$271K Buy
3,753
+1,604
+75% +$67.9K 0.04% 403
2015
Q4 		$90K Buy
+2,149
New +$89K 0.01% 1237

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
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 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
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

IFP Advisors's AWR Position: Q2 2026 in Review

IFP Advisors increased its American States Water (AWR) stake by 84% in Q2 2026, buying an estimated $41.8K and bringing the position to 1,179 shares worth $97.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

IFP Advisors first reported a position in AWR in Q4 2015 and has held it in 42 quarters since. The position peaked at $281K in Q3 2017. 43 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • IFP Advisors held 1,179 shares of American States Water worth $97.4K as of Q2 2026.
  • IFP Advisors bought 539 American States Water shares in Q2 2026, an estimated $41.8K.
  • American States Water made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1993 holding.
  • IFP Advisors first reported a position in American States Water in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's American States Water position peaked at $281K in Q3 2017.
  • 43 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.