Steward Partners Investment Advisory’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $35.5K | Hold |
430
| – | – | ﹤0.01% | 3140 |
|
|
2026
Q1 | $32.5K | Hold |
430
| – | – | ﹤0.01% | 3007 |
|
|
2025
Q4 | $31.2K | Hold |
430
| – | – | ﹤0.01% | 2926 |
|
|
2025
Q3 | $31.5K | Hold |
430
| – | – | ﹤0.01% | 2859 |
|
|
2025
Q2 | $33K | Sell |
430
-38
| -8% | -$2.98K | ﹤0.01% | 2679 |
|
|
2025
Q1 | $36.8K | Hold |
468
| – | – | ﹤0.01% | 2526 |
|
|
2024
Q4 | $36.4K | Sell |
468
-86
| -16% | -$7.16K | ﹤0.01% | 2509 |
|
|
2024
Q3 | $46.1K | Hold |
554
| – | – | ﹤0.01% | 2268 |
|
|
2024
Q2 | $40.2K | Hold |
554
| – | – | ﹤0.01% | 2204 |
|
|
2024
Q1 | $40K | Hold |
554
| – | – | ﹤0.01% | 2217 |
|
|
2023
Q4 | $44.6K | Hold |
554
| – | – | ﹤0.01% | 2047 |
|
|
2023
Q3 | $43.6K | Buy |
554
+250
| +82% | +$21.3K | ﹤0.01% | 1973 |
|
|
2023
Q2 | $26.4K | Hold |
304
| – | – | ﹤0.01% | 2152 |
|
|
2023
Q1 | $27K | Hold |
304
| – | – | ﹤0.01% | 2123 |
|
|
2022
Q4 | $28.1K | Hold |
304
| – | – | ﹤0.01% | 2081 |
|
|
2022
Q3 | $24K | Hold |
304
| – | – | ﹤0.01% | 2130 |
|
|
2022
Q2 | $25K | Hold |
304
| – | – | ﹤0.01% | 2123 |
|
|
2022
Q1 | $27K | Hold |
304
| – | – | ﹤0.01% | 2216 |
|
|
2021
Q4 | $31K | Hold |
304
| – | – | ﹤0.01% | 2114 |
|
|
2021
Q3 | $26K | Buy |
304
+300
| +7,500% | +$26.4K | ﹤0.01% | 2197 |
|
|
2021
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 7100 |
|
|
2021
Q1 | $302 | Sell |
4
-500
| -99% | -$38.5K | ﹤0.01% | 3362 |
|
|
2020
Q4 | $40K | Hold |
504
| – | – | ﹤0.01% | 1762 |
|
|
2020
Q3 | $38K | Hold |
504
| – | – | ﹤0.01% | 1618 |
|
|
2020
Q2 | $40K | Hold |
504
| – | – | ﹤0.01% | 1500 |
|
|
2020
Q1 | $41K | Hold |
504
| – | – | ﹤0.01% | 1335 |
|
|
2019
Q4 | $43K | Hold |
504
| – | – | ﹤0.01% | 1465 |
|
|
2019
Q3 | $45K | Hold |
504
| – | – | ﹤0.01% | 1396 |
|
|
2019
Q2 | $37K | Buy |
+504
| New | +$36.3K | ﹤0.01% | 1445 |
|
|
2018
Q4 | – | Sell |
-504
| Closed | -$31K | – | 876 |
|
|
2018
Q3 | $31K | Hold |
504
| – | – | ﹤0.01% | 1372 |
|
|
2018
Q2 | $29K | Buy |
504
+500
| +12,500% | +$27.7K | ﹤0.01% | 1306 |
|
|
2018
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 2223 |
|
|
2017
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1862 |
|
|
2017
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1669 |
|
|
2017
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1618 |
|
|
2017
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1506 |
|
|
2016
Q4 | $0 | Buy |
+4
| New | +$167 | ﹤0.01% | 861 |
|
Other funds holding AWR
Steward Partners Investment Advisory's AWR Position: Q2 2026 in Review
Steward Partners Investment Advisory held its American States Water (AWR) position steady in Q2 2026 at 430 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3140.
Steward Partners Investment Advisory first reported a position in AWR in Q4 2016 and has held it in 37 quarters since. The position peaked at $46.1K in Q3 2024. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.
- Steward Partners Investment Advisory held 430 shares of American States Water worth $35.5K as of Q2 2026.
- Steward Partners Investment Advisory left its American States Water share count unchanged in Q2 2026.
- American States Water made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3140 holding.
- Steward Partners Investment Advisory first reported a position in American States Water in Q4 2016 and has held it in 37 quarters since.
- Steward Partners Investment Advisory's American States Water position peaked at $46.1K in Q3 2024.
- 410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.