Wolfstich Capital’s American States Water AWR Stock Holding History

Wolfstich 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	–	Sell	-11,582	Closed	-$889K	–	24
2026 Q1	$889K	Buy	+11,582	New	+$854K	0.78%	18

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

Wolfstich Capital's AWR Position: Q2 2026 in Review

Wolfstich Capital sold out of American States Water (AWR) in Q2 2026, closing a stake of 11,582 shares — an estimated $889K sold.

Wolfstich Capital first reported a position in AWR in Q1 2026 and held it in 1 quarter. The position peaked at $889K in Q1 2026. 409 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

Wolfstich Capital reported no remaining American States Water position as of Q2 2026 after selling out during the quarter.
Wolfstich Capital sold 11,582 American States Water shares in Q2 2026, an estimated $889K.
Wolfstich Capital first reported a position in American States Water in Q1 2026 and held it in 1 quarter.
Wolfstich Capital's American States Water position peaked at $889K in Q1 2026.
409 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on Wolfstich Capital's 13F filing for Q2 2026, filed 24 Jul 2026.