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Twin Peaks Wealth Advisors’s American States Water AWR Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-142
Closed -$10.7K – 402
2026
Q1 		$10.7K Buy
+142
New +$10.5K ﹤0.01% 1027
2025
Q3 		– Sell
-19
Closed -$1.45K – 338
2025
Q2 		$1.45K Buy
+19
New +$1.49K ﹤0.01% 1702

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

Twin Peaks Wealth Advisors's AWR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of American States Water (AWR) in Q2 2026, closing a stake of 142 shares — an estimated $10.7K sold.

Twin Peaks Wealth Advisors first reported a position in AWR in Q2 2025 and held it in 2 quarters. The position peaked at $10.7K in Q1 2026. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining American States Water position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 142 American States Water shares in Q2 2026, an estimated $10.7K.
  • Twin Peaks Wealth Advisors first reported a position in American States Water in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's American States Water position peaked at $10.7K in Q1 2026.
  • 410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.