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 Q1	$1.06K	Hold	14	–	–	﹤0.01%	1244
2025 Q4	$1.01K	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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Private Wealth Management Group's AWR Position: Q1 2026 in Review

Private Wealth Management Group held its American States Water (AWR) position steady in Q1 2026 at 14 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

Private Wealth Management Group first reported a position in AWR in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.6K in Q1 2024. 375 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

Private Wealth Management Group held 14 shares of American States Water worth $1.06K as of Q1 2026.
Private Wealth Management Group left its American States Water share count unchanged in Q1 2026.
American States Water made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #1244 holding.
Private Wealth Management Group first reported a position in American States Water in Q1 2024 and has held it in 9 quarters since.
Private Wealth Management Group's American States Water position peaked at $2.6K in Q1 2024.
375 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.