TD Private Client Wealth’s American States Water AWR Stock Holding History

TD Private Client Wealth’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	$1.49K	Buy	+18	New	+$1.4K	﹤0.01%	1407
2025 Q4	–	Sell	-17	Closed	-$1.25K	–	1644
2025 Q3	$1.25K	Buy	+17	New	+$1.26K	﹤0.01%	1307
2021 Q4	–	Sell	-7	Closed	-$599	–	1174
2021 Q3	$599	Hold	7	–	–	﹤0.01%	1151
2021 Q2	$557	Hold	7	–	–	﹤0.01%	1170
2021 Q1	$529	Hold	7	–	–	﹤0.01%	1120
2020 Q4	$557	Hold	7	–	–	﹤0.01%	1081
2020 Q3	$525	Hold	7	–	–	﹤0.01%	1031
2020 Q2	$550	Hold	7	–	–	﹤0.01%	1015
2020 Q1	$572	Hold	7	–	–	﹤0.01%	959
2019 Q4	$606	Buy	+7	New	+$620	﹤0.01%	977

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

TD Private Client Wealth's AWR Position: Q2 2026 in Review

TD Private Client Wealth opened a new position in American States Water (AWR) in Q2 2026: 18 shares worth $1.49K. The stake represents ﹤0.01% of the portfolio and ranks #1407 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in AWR as recently as Q3 2025.

TD Private Client Wealth first reported a position in AWR in Q4 2019 and has held it in 10 quarters since. 408 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

TD Private Client Wealth held 18 shares of American States Water worth $1.49K as of Q2 2026.
American States Water was a new TD Private Client Wealth position in Q2 2026.
American States Water made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1407 holding.
TD Private Client Wealth first reported a position in American States Water in Q4 2019 and has held it in 10 quarters since.
408 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.