Wealth Enhancement Advisory Services’s American States Water AWR Stock Holding History

Wealth Enhancement Advisory Services’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	$2.82M	Buy	37,918 +14,949	+65%	+$1.16M	﹤0.01%	1359
2026 Q1	$1.78M	Buy	22,969 +1,144	+5%	+$84.3K	﹤0.01%	1459
2025 Q4	$1.58M	Buy	21,825 +3,439	+19%	+$253K	﹤0.01%	1663
2025 Q3	$1.32M	Buy	18,386 +6,821	+59%	+$508K	﹤0.01%	1698
2025 Q2	$892K	Buy	11,565 +6,097	+112%	+$479K	﹤0.01%	1824
2025 Q1	$430K	Buy	5,468 +104	+2%	+$7.84K	﹤0.01%	2160
2024 Q4	$417K	Buy	5,364 +957	+22%	+$79.7K	﹤0.01%	2122
2024 Q3	$367K	Buy	4,407 +744	+20%	+$60K	﹤0.01%	2044
2024 Q2	$266K	Buy	3,663 +328	+10%	+$23.7K	﹤0.01%	2067
2024 Q1	$241K	Buy	3,335 +53	+2%	+$3.95K	﹤0.01%	2065
2023 Q4	$264K	Sell	3,282 -142	-4%	-$11.4K	﹤0.01%	1902
2023 Q3	$269K	Buy	+3,424	New	+$292K	﹤0.01%	1805

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

Wealth Enhancement Advisory Services's AWR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its American States Water (AWR) stake by 65% in Q2 2026, buying an estimated $1.16M and bringing the position to 37,918 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Wealth Enhancement Advisory Services first reported a position in AWR in Q3 2023 and has held it in 12 quarters since. 409 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

Wealth Enhancement Advisory Services held 37,918 shares of American States Water worth $2.82M as of Q2 2026.
Wealth Enhancement Advisory Services bought 14,949 American States Water shares in Q2 2026, an estimated $1.16M.
American States Water made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1359 holding.
Wealth Enhancement Advisory Services first reported a position in American States Water in Q3 2023 and has held it in 12 quarters since.
409 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.