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Martin Capital Partners’s American States Water AWR Stock Holding History

Martin Capital Partners’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
Q3 		$286K Sell
3,469
-51
-1% -$4.42K 0.1% 59
2026
Q2 		$291K Buy
+3,520
New +$273K 0.11% 61

Other funds holding AWR

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Martin Capital Partners's AWR Position: Q3 2026 in Review

Martin Capital Partners reduced its American States Water (AWR) stake by 1.4% in Q3 2026, selling an estimated $4.42K and leaving 3,469 shares worth $286K. The position accounts for 0.1% of the portfolio, ranked #59.

Martin Capital Partners first reported a position in AWR in Q2 2026 and has held it in 2 quarters since. The position peaked at $291K in Q2 2026. 8 funds tracked by Wall St. Rank hold AWR as of Q3 2026.

  • Martin Capital Partners held 3,469 shares of American States Water worth $286K as of Q3 2026.
  • Martin Capital Partners sold 51 American States Water shares in Q3 2026, an estimated $4.42K.
  • American States Water made up 0.1% of Martin Capital Partners's portfolio in Q3 2026, its #59 holding.
  • Martin Capital Partners first reported a position in American States Water in Q2 2026 and has held it in 2 quarters since.
  • Martin Capital Partners's American States Water position peaked at $291K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held American States Water as of Q3 2026.

Based on Martin Capital Partners's 13F filing for Q3 2026, filed 7 Oct 2026.