Oak Hill Wealth Advisors’s American States Water AWR Stock Holding History

Oak Hill Wealth 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
2025 Q3	$205K	Hold	2,800	–	–	0.04%	144
2025 Q2	$213K	Hold	2,800	–	–	0.04%	139
2025 Q1	$220K	Hold	2,800	–	–	0.05%	131
2024 Q4	$218K	Buy	+2,800	New	+$233K	0.05%	128
2024 Q3	–	Sell	-2,800	Closed	-$226K	–	130
2024 Q2	$203K	Buy	+2,800	New	+$202K	0.06%	112
2024 Q1	–	Sell	-3,400	Closed	-$253K	–	122
2023 Q4	$273K	Hold	3,400	–	–	0.09%	86
2023 Q3	$268K	Hold	3,400	–	–	0.1%	85
2023 Q2	$296K	Hold	3,400	–	–	0.11%	83
2023 Q1	$302K	Hold	3,400	–	–	0.12%	87
2022 Q4	$315K	Buy	+3,400	New	+$310K	0.13%	82

Other funds holding AWR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

Oak Hill Wealth Advisors's AWR Position: Q3 2025 in Review

Oak Hill Wealth Advisors held its American States Water (AWR) position steady in Q3 2025 at 2,800 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #144.

Oak Hill Wealth Advisors first reported a position in AWR in Q4 2022 and has held it in 10 quarters since. The position peaked at $315K in Q4 2022. 367 funds tracked by Wall St. Rank hold AWR as of Q3 2025.

Oak Hill Wealth Advisors held 2,800 shares of American States Water worth $205K as of Q3 2025.
Oak Hill Wealth Advisors left its American States Water share count unchanged in Q3 2025.
American States Water made up 0.04% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #144 holding.
Oak Hill Wealth Advisors first reported a position in American States Water in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's American States Water position peaked at $315K in Q4 2022.
367 funds tracked by Wall St. Rank held American States Water as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.