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 Q2	$1.16K	Hold	14	–	–	﹤0.01%	1273
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Private Wealth Management Group's AWR Position: Q2 2026 in Review

Private Wealth Management Group held its American States Water (AWR) position steady in Q2 2026 at 14 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Private Wealth Management Group first reported a position in AWR in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.6K in Q1 2024. 409 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

Private Wealth Management Group held 14 shares of American States Water worth $1.16K as of Q2 2026.
Private Wealth Management Group left its American States Water share count unchanged in Q2 2026.
American States Water made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1273 holding.
Private Wealth Management Group first reported a position in American States Water in Q1 2024 and has held it in 10 quarters since.
Private Wealth Management Group's American States Water position peaked at $2.6K in Q1 2024.
409 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.