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Pinnacle Wealth Planning Services’s American States Water AWR Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$52.9K Buy
640
+27
+4% +$2.09K 0.01% 1239
2026
Q1 		$46.4K Buy
613
+247
+67% +$18.2K ﹤0.01% 1246
2025
Q4 		$26.5K Buy
+366
New +$26.9K ﹤0.01% 1578
2023
Q1 		– Sell
-2,232
Closed -$207K – 479
2022
Q4 		$207K Buy
+2,232
New +$203K 0.04% 370
2021
Q1 		– Sell
-758
Closed -$60K – 486
2020
Q4 		$60K Buy
+758
New +$58.1K 0.01% 710

Other funds holding AWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pinnacle Wealth Planning Services's AWR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its American States Water (AWR) stake by 4.4% in Q2 2026, buying an estimated $2.09K and bringing the position to 640 shares worth $52.9K. The position accounts for 0.01% of the portfolio, ranked #1239.

Pinnacle Wealth Planning Services first reported a position in AWR in Q4 2020 and has held it in 5 quarters since. The position peaked at $207K in Q4 2022. 409 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 640 shares of American States Water worth $52.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 27 American States Water shares in Q2 2026, an estimated $2.09K.
  • American States Water made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1239 holding.
  • Pinnacle Wealth Planning Services first reported a position in American States Water in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's American States Water position peaked at $207K in Q4 2022.
  • 409 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.