Spire Wealth Management’s American States Water AWR Stock Holding History

Spire Wealth Management’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
2025 Q4	–	Sell	-1,000	Closed	-$73.3K	–	2313
2025 Q3	$73.3K	Hold	1,000	–	–	﹤0.01%	1109
2025 Q2	$76.7K	Hold	1,000	–	–	﹤0.01%	1070
2025 Q1	$78.7K	Hold	1,000	–	–	﹤0.01%	1129
2024 Q4	$77.7K	Hold	1,000	–	–	﹤0.01%	1130
2024 Q3	$83.3K	Hold	1,000	–	–	﹤0.01%	968
2024 Q2	$72.6K	Hold	1,000	–	–	﹤0.01%	994
2024 Q1	$72.2K	Hold	1,000	–	–	﹤0.01%	1096
2023 Q4	$76.7K	Hold	1,000	–	–	﹤0.01%	1068
2023 Q3	$78.7K	Hold	1,000	–	–	﹤0.01%	1020
2023 Q2	$87K	Hold	1,000	–	–	﹤0.01%	1011
2023 Q1	$88.9K	Buy	1,000 +936	+1,463%	+$85.5K	﹤0.01%	1001
2022 Q4	$6K	Buy	+64	New	+$5.83K	﹤0.01%	1761
2022 Q1	–	Sell	-1,000	Closed	-$103K	–	2530
2021 Q4	$103K	Buy	+1,000	New	+$94.2K	﹤0.01%	1392

Other funds holding AWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Spire Wealth Management's AWR Position: Q4 2025 in Review

Spire Wealth Management sold out of American States Water (AWR) in Q4 2025, closing a stake of 1,000 shares — an estimated $73.3K sold.

Spire Wealth Management first reported a position in AWR in Q4 2021 and held it in 13 quarters. The position peaked at $103K in Q4 2021. 360 funds tracked by Wall St. Rank hold AWR as of Q4 2025.

Spire Wealth Management reported no remaining American States Water position as of Q4 2025 after selling out during the quarter.
Spire Wealth Management sold 1,000 American States Water shares in Q4 2025, an estimated $73.3K.
Spire Wealth Management first reported a position in American States Water in Q4 2021 and held it in 13 quarters.
Spire Wealth Management's American States Water position peaked at $103K in Q4 2021.
360 funds tracked by Wall St. Rank held American States Water as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.