Back to AWR
HCR Wealth Advisors AWR Position History
American States Water Company • Utilities
Quarters held
4
Latest value
$903K
Q3 2026
Peak value
$1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $955K |
| Q1 2026 | $966K |
| Q2 2026 | $1M |
| Q3 2026 | $903K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $903K | 11.0K | — | — |
| Q2 2026 | $1M | 12.7K | — | — |
| Q1 2026 | $966K | 12.8K | — | — |
| Q4 2025 | $955K | 13.2K | — | — |
Other funds holding AWR
$325.2M
$185.4M
$185.4M
$156.1M
$63.3M
$61.9M