Advisor OS’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
Q2
$1.33M Buy
10,111
+7,089
+235% +$911K 0.09% 165
2026
Q1
$411K Buy
3,022
+1,333
+79% +$176K 0.03% 342
2025
Q4
$220K Buy
+1,689
New +$226K 0.02% 449
2025
Q3
Sell
-2,226
Closed -$310K 478
2025
Q2
$310K Sell
2,226
-22
-1% -$3.15K 0.03% 350
2025
Q1
$332K Sell
2,248
-238
-10% -$31.4K 0.04% 308
2024
Q4
$309K Sell
2,486
-294
-11% -$39.7K 0.04% 313
2024
Q3
$406K Buy
2,780
+107
+4% +$15.2K 0.04% 276
2024
Q2
$345K Sell
2,673
-580
-18% -$73.3K 0.04% 281
2024
Q1
$398K Buy
+3,253
New +$400K 0.05% 271

Other funds holding AWK

Advisor OS's AWK Position: Q2 2026 in Review

Advisor OS increased its American Water Works (AWK) stake by 235% in Q2 2026, buying an estimated $911K and bringing the position to 10,111 shares worth $1.33M. The position accounts for 0.09% of the portfolio, ranked #165.

Advisor OS first reported a position in AWK in Q1 2024 and has held it in 9 quarters since. 1,125 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Advisor OS held 10,111 shares of American Water Works worth $1.33M as of Q2 2026.
  • Advisor OS bought 7,089 American Water Works shares in Q2 2026, an estimated $911K.
  • American Water Works made up 0.09% of Advisor OS's portfolio in Q2 2026, its #165 holding.
  • Advisor OS first reported a position in American Water Works in Q1 2024 and has held it in 9 quarters since.
  • 1,125 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.