King Wealth Management Group’s American States Water AWR Stock Holding History

King Wealth Management Group’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 Q1	$529K	Hold	7,000	–	–	0.07%	99
2025 Q4	$507K	Hold	7,000	–	–	0.06%	103
2025 Q3	$513K	Hold	7,000	–	–	0.06%	100
2025 Q2	$537K	Hold	7,000	–	–	0.07%	95
2025 Q1	$551K	Hold	7,000	–	–	0.08%	89
2024 Q4	$544K	Hold	7,000	–	–	0.08%	87
2024 Q3	$583K	Hold	7,000	–	–	0.09%	79
2024 Q2	$508K	Hold	7,000	–	–	0.08%	85
2024 Q1	$506K	Hold	7,000	–	–	0.09%	82
2023 Q4	$563K	Hold	7,000	–	–	0.11%	74
2023 Q3	$551K	Hold	7,000	–	–	0.12%	71
2023 Q2	$609K	Hold	7,000	–	–	0.12%	70
2023 Q1	$622K	Hold	7,000	–	–	0.14%	70
2022 Q4	$648K	Hold	7,000	–	–	0.16%	70
2022 Q3	$546K	Hold	7,000	–	–	0.14%	74
2022 Q2	$571K	Hold	7,000	–	–	0.14%	74
2022 Q1	$623K	Hold	7,000	–	–	0.12%	78
2021 Q4	$724K	Hold	7,000	–	–	0.13%	78
2021 Q3	$599K	Hold	7,000	–	–	0.12%	88
2021 Q2	$557K	Hold	7,000	–	–	0.11%	90
2021 Q1	$529K	Hold	7,000	–	–	0.12%	88
2020 Q4	$557K	Hold	7,000	–	–	0.13%	86
2020 Q3	$525K	Hold	7,000	–	–	0.14%	84
2020 Q2	$550K	Hold	7,000	–	–	0.16%	78
2020 Q1	$572K	Hold	7,000	–	–	0.25%	61
2019 Q4	$606K	Hold	7,000	–	–	0.16%	59
2019 Q3	$629K	Hold	7,000	–	–	0.18%	59
2019 Q2	$527K	Hold	7,000	–	–	0.16%	66
2019 Q1	$499K	Hold	7,000	–	–	0.16%	68
2018 Q4	$469K	Hold	7,000	–	–	0.17%	65
2018 Q3	$428K	Hold	7,000	–	–	0.13%	77
2018 Q2	$400K	Hold	7,000	–	–	0.14%	75
2018 Q1	$371K	Hold	7,000	–	–	0.13%	82
2017 Q4	$405K	Hold	7,000	–	–	0.14%	80
2017 Q3	$345K	Hold	7,000	–	–	0.13%	89
2017 Q2	$332K	Hold	7,000	–	–	0.13%	90
2017 Q1	$310K	Hold	7,000	–	–	0.13%	90
2016 Q4	$319K	Hold	7,000	–	–	0.14%	85
2016 Q3	$280K	Hold	7,000	–	–	0.14%	89
2016 Q2	$306K	Hold	7,000	–	–	0.16%	73
2016 Q1	$275K	Hold	7,000	–	–	0.15%	78
2015 Q4	$294K	Hold	7,000	–	–	0.16%	77
2015 Q3	$290K	Hold	7,000	–	–	0.18%	78
2015 Q2	$262K	Hold	7,000	–	–	0.14%	88
2015 Q1	$279K	Hold	7,000	–	–	0.16%	77
2014 Q4	$264K	Hold	7,000	–	–	0.14%	98
2014 Q3	$212K	Hold	7,000	–	–	0.13%	100
2014 Q2	$230K	Hold	7,000	–	–	0.14%	101
2014 Q1	$226K	Sell	7,000 -17,200	-71%	-$504K	0.16%	89
2013 Q4	$695K	Hold	24,200	–	–	0.4%	61
2013 Q3	$667K	Hold	24,200	–	–	0.43%	54
2013 Q2	$649K	Buy	+24,200	New	+$660K	0.45%	54

Other funds holding AWR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

King Wealth Management Group's AWR Position: Q1 2026 in Review

King Wealth Management Group held its American States Water (AWR) position steady in Q1 2026 at 7,000 shares worth $529K. The position accounts for 0.07% of the portfolio, ranked #99.

King Wealth Management Group first reported a position in AWR in Q2 2013 and has held it in 52 quarters since. The position peaked at $724K in Q4 2021. 375 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

King Wealth Management Group held 7,000 shares of American States Water worth $529K as of Q1 2026.
King Wealth Management Group left its American States Water share count unchanged in Q1 2026.
American States Water made up 0.07% of King Wealth Management Group's portfolio in Q1 2026, its #99 holding.
King Wealth Management Group first reported a position in American States Water in Q2 2013 and has held it in 52 quarters since.
King Wealth Management Group's American States Water position peaked at $724K in Q4 2021.
375 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.