Wealthcare Advisory Partners’s American States Water AWR Stock Holding History

Wealthcare Advisory Partners’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	$611K	Sell	7,398 -10	-0.1%	-$775	0.01%	654
2026 Q1	$560K	Hold	7,408	–	–	0.01%	666
2025 Q4	$537K	Hold	7,408	–	–	0.01%	671
2025 Q3	$543K	Hold	7,408	–	–	0.01%	654
2025 Q2	$568K	Buy	7,408 +5	+0.1%	+$392	0.01%	613
2025 Q1	$582K	Buy	7,403 +1	+0%	+$75	0.02%	557
2024 Q4	$575K	Buy	7,402 +10	+0.1%	+$833	0.02%	536
2024 Q3	$616K	Sell	7,392 -2	-0%	-$161	0.02%	527
2024 Q2	$537K	Buy	7,394 +2	+0%	+$144	0.02%	524
2024 Q1	$534K	Buy	+7,392	New	+$551K	0.02%	527
2021 Q2	–	Sell	-13	Closed	-$1K	–	654
2021 Q1	$1K	Buy	+13	New	+$1K	﹤0.01%	1956

Other funds holding AWR

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Wealthcare Advisory Partners's AWR Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its American States Water (AWR) stake by 0.13% in Q2 2026, selling an estimated $775 and leaving 7,398 shares worth $611K. The position accounts for 0.01% of the portfolio, ranked #654.

Wealthcare Advisory Partners first reported a position in AWR in Q1 2021 and has held it in 11 quarters since. The position peaked at $616K in Q3 2024. 46 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

Wealthcare Advisory Partners held 7,398 shares of American States Water worth $611K as of Q2 2026.
Wealthcare Advisory Partners sold 10 American States Water shares in Q2 2026, an estimated $775.
American States Water made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #654 holding.
Wealthcare Advisory Partners first reported a position in American States Water in Q1 2021 and has held it in 11 quarters since.
Wealthcare Advisory Partners's American States Water position peaked at $616K in Q3 2024.
46 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.