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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
Q2 		$37.3K Buy
451
+222
+97% +$17.2K 0.01% 597
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

True Wealth Design's AWR Position: Q2 2026 in Review

True Wealth Design increased its American States Water (AWR) stake by 97% in Q2 2026, buying an estimated $17.2K and bringing the position to 451 shares worth $37.3K. The position accounts for 0.01% of the portfolio, ranked #597.

True Wealth Design first reported a position in AWR in Q4 2024 and has held it in 7 quarters since. 408 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • True Wealth Design held 451 shares of American States Water worth $37.3K as of Q2 2026.
  • True Wealth Design bought 222 American States Water shares in Q2 2026, an estimated $17.2K.
  • American States Water made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #597 holding.
  • True Wealth Design first reported a position in American States Water in Q4 2024 and has held it in 7 quarters since.
  • 408 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.