Adero Partners’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
2025
Q1
$287K Buy
1,944
+251
+15% +$33.1K 0.02% 185
2024
Q4
$211K Buy
1,693
+19
+1% +$2.56K 0.01% 226
2024
Q3
$245K Buy
1,674
+20
+1% +$2.84K 0.02% 194
2024
Q2
$214K Buy
+1,654
New +$209K 0.02% 190

Other funds holding AWK

Adero Partners's AWK Position: Q1 2025 in Review

Adero Partners increased its American Water Works (AWK) stake by 15% in Q1 2025, buying an estimated $33.1K and bringing the position to 1,944 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #185.

Adero Partners first reported a position in AWK in Q2 2024 and has held it in 4 quarters since. 1,125 funds tracked by Wall St. Rank hold AWK as of Q1 2025.

  • Adero Partners held 1,944 shares of American Water Works worth $287K as of Q1 2025.
  • Adero Partners bought 251 American Water Works shares in Q1 2025, an estimated $33.1K.
  • American Water Works made up 0.02% of Adero Partners's portfolio in Q1 2025, its #185 holding.
  • Adero Partners first reported a position in American Water Works in Q2 2024 and has held it in 4 quarters since.
  • 1,125 funds tracked by Wall St. Rank held American Water Works as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.