Physician Wealth Advisors’s American States Water AWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.49K Buy
18
+10
+125% +$775 ﹤0.01% 1638
2026
Q1
$605 Sell
8
-3
-27% -$221 ﹤0.01% 1853
2025
Q4
$798 Sell
11
-6
-35% -$442 ﹤0.01% 1704
2025
Q3
$1.25K Sell
17
-20
-54% -$1.49K ﹤0.01% 1443
2025
Q2
$2.84K Buy
37
+24
+185% +$1.88K ﹤0.01% 933
2025
Q1
$1.02K Buy
+13
New +$979 ﹤0.01% 1037

Other funds holding AWR

Physician Wealth Advisors's AWR Position: Q2 2026 in Review

Physician Wealth Advisors increased its American States Water (AWR) stake by 125% in Q2 2026, buying an estimated $775 and bringing the position to 18 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Physician Wealth Advisors first reported a position in AWR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.84K in Q2 2025. 409 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Physician Wealth Advisors held 18 shares of American States Water worth $1.49K as of Q2 2026.
  • Physician Wealth Advisors bought 10 American States Water shares in Q2 2026, an estimated $775.
  • American States Water made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1638 holding.
  • Physician Wealth Advisors first reported a position in American States Water in Q1 2025 and has held it in 6 quarters since.
  • Physician Wealth Advisors's American States Water position peaked at $2.84K in Q2 2025.
  • 409 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

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