Action Point Financial Planning’s American Water Works AWK Stock Holding History

Action Point Financial Planning’s Portfolio AWK Stock Details AWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.3K	Buy	+119	New	+$15.3K	﹤0.01%	1256

Other funds holding AWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Action Point Financial Planning's AWK Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in American Water Works (AWK) in Q2 2026: 119 shares worth $15.3K. The stake represents ﹤0.01% of the portfolio and ranks #1256 among its holdings.

1,123 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

Action Point Financial Planning held 119 shares of American Water Works worth $15.3K as of Q2 2026.
American Water Works was a new Action Point Financial Planning position in Q2 2026.
American Water Works made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1256 holding.
1,123 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.