Private Wealth Management Group’s American States Water AWR Stock Holding History

Private Wealth Management Group’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	$1.15K	Hold	14	–	–	﹤0.01%	1300
2026 Q2	$1.16K	Hold	14	–	–	﹤0.01%	1273
2026 Q1	$1.06K	Hold	14	–	–	﹤0.01%	1244
2025 Q4	$1.02K	Hold	14	–	–	﹤0.01%	1266
2025 Q3	$1.03K	Hold	14	–	–	﹤0.01%	1276
2025 Q2	$1.07K	Hold	14	–	–	﹤0.01%	1266
2025 Q1	$1.1K	Hold	14	–	–	﹤0.01%	1238
2024 Q4	$1.09K	Hold	14	–	–	﹤0.01%	1276
2024 Q3	$1.17K	Hold	14	–	–	﹤0.01%	1232
2024 Q2	$1.02K	Sell	14 -22	-61%	-$1.59K	﹤0.01%	1284
2024 Q1	$2.6K	Buy	+36	New	+$2.68K	﹤0.01%	859

Other funds holding AWR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Private Wealth Management Group's AWR Position: Q3 2026 in Review

Private Wealth Management Group held its American States Water (AWR) position steady in Q3 2026 at 14 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Private Wealth Management Group first reported a position in AWR in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.6K in Q1 2024. 201 funds tracked by Wall St. Rank hold AWR as of Q3 2026.

Private Wealth Management Group held 14 shares of American States Water worth $1.15K as of Q3 2026.
Private Wealth Management Group left its American States Water share count unchanged in Q3 2026.
American States Water made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1300 holding.
Private Wealth Management Group first reported a position in American States Water in Q1 2024 and has held it in 11 quarters since.
Private Wealth Management Group's American States Water position peaked at $2.6K in Q1 2024.
201 funds tracked by Wall St. Rank held American States Water as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.