Accurate Wealth Management’s American Water Works AWK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$357K Buy
2,744
+533
+24% +$72.1K 0.03% 444
2026
Q2
$289K Buy
2,211
+458
+26% +$58.9K 0.03% 467
2026
Q1
$241K Sell
1,753
-1,431
-45% -$189K 0.03% 467
2025
Q4
$407K Buy
3,184
+331
+12% +$44.2K 0.05% 344
2025
Q3
$404K Buy
2,853
+976
+52% +$138K 0.05% 337
2025
Q2
$268K Buy
1,877
+107
+6% +$15.3K 0.04% 372
2025
Q1
$259K Buy
+1,770
New +$233K 0.05% 322
2023
Q1
– Sell
-753
Closed -$121K – 338
2022
Q4
$121K Buy
+753
New +$109K 0.04% 278

Other funds holding AWK

Accurate Wealth Management's AWK Position: Q3 2026 in Review

Accurate Wealth Management increased its American Water Works (AWK) stake by 24% in Q3 2026, buying an estimated $72.1K and bringing the position to 2,744 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #444.

Accurate Wealth Management first reported a position in AWK in Q4 2022 and has held it in 8 quarters since. The position peaked at $407K in Q4 2025. 653 funds tracked by Wall St. Rank hold AWK as of Q3 2026.

  • Accurate Wealth Management held 2,744 shares of American Water Works worth $357K as of Q3 2026.
  • Accurate Wealth Management bought 533 American Water Works shares in Q3 2026, an estimated $72.1K.
  • American Water Works made up 0.03% of Accurate Wealth Management's portfolio in Q3 2026, its #444 holding.
  • Accurate Wealth Management first reported a position in American Water Works in Q4 2022 and has held it in 8 quarters since.
  • Accurate Wealth Management's American Water Works position peaked at $407K in Q4 2025.
  • 653 funds tracked by Wall St. Rank held American Water Works as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.