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 Q3	$2.81M	Buy	38,768 +850	+2%	+$73.6K	﹤0.01%	1448
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services's AWR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its American States Water (AWR) stake by 2.2% in Q3 2026, buying an estimated $73.6K and bringing the position to 38,768 shares worth $2.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Wealth Enhancement Advisory Services first reported a position in AWR in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.82M in Q2 2026. 234 funds tracked by Wall St. Rank hold AWR as of Q3 2026.

Wealth Enhancement Advisory Services held 38,768 shares of American States Water worth $2.81M as of Q3 2026.
Wealth Enhancement Advisory Services bought 850 American States Water shares in Q3 2026, an estimated $73.6K.
American States Water made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1448 holding.
Wealth Enhancement Advisory Services first reported a position in American States Water in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's American States Water position peaked at $2.82M in Q2 2026.
234 funds tracked by Wall St. Rank held American States Water as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.