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Parkworth Wealth Management’s American States Water AWR Stock Holding History

Parkworth Wealth 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
2025
Q2 		$307 Buy
4
+3
+300% +$235 ﹤0.01% 787
2025
Q1 		$79 Hold
1
– – ﹤0.01% 1002
2024
Q4 		$78 Buy
+1
New +$83 ﹤0.01% 1051

Other funds holding AWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Parkworth Wealth Management's AWR Position: Q2 2025 in Review

Parkworth Wealth Management increased its American States Water (AWR) stake by 300% in Q2 2025, buying an estimated $235 and bringing the position to 4 shares worth $307. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Parkworth Wealth Management first reported a position in AWR in Q4 2024 and has held it in 3 quarters since. 359 funds tracked by Wall St. Rank hold AWR as of Q2 2025.

  • Parkworth Wealth Management held 4 shares of American States Water worth $307 as of Q2 2025.
  • Parkworth Wealth Management bought 3 American States Water shares in Q2 2025, an estimated $235.
  • American States Water made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #787 holding.
  • Parkworth Wealth Management first reported a position in American States Water in Q4 2024 and has held it in 3 quarters since.
  • 359 funds tracked by Wall St. Rank held American States Water as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.