TWD
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True Wealth Design’s American States Water AWR Stock Holding History

True Wealth Design’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 		$17.3K Sell
229
-42
-15% -$3.1K ﹤0.01% 771
2025
Q4 		$19.6K Buy
271
+164
+153% +$12.1K 0.01% 613
2025
Q3 		$7.85K Buy
107
+22
+26% +$1.64K ﹤0.01% 922
2025
Q2 		$6.52K Buy
85
+84
+8,400% +$6.59K ﹤0.01% 712
2025
Q1 		$79 Sell
1
-68
-99% -$5.12K ﹤0.01% 2275
2024
Q4 		$5.36K Buy
+69
New +$5.75K ﹤0.01% 522

Other funds holding AWR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return