Truvestments Capital’s American States Water AWR Stock Holding History

Truvestments Capital’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	$3.14K	Hold	38	–	–	﹤0.01%	967
2026 Q1	$2.87K	Buy	+38	New	+$2.8K	﹤0.01%	966

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 $3.38T AUM 44.17% 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

Truvestments Capital's AWR Position: Q2 2026 in Review

Truvestments Capital held its American States Water (AWR) position steady in Q2 2026 at 38 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Truvestments Capital first reported a position in AWR in Q1 2026 and has held it in 2 quarters since. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

Truvestments Capital held 38 shares of American States Water worth $3.14K as of Q2 2026.
Truvestments Capital left its American States Water share count unchanged in Q2 2026.
American States Water made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #967 holding.
Truvestments Capital first reported a position in American States Water in Q1 2026 and has held it in 2 quarters since.
410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.