Allied Private Wealth’s American Water Works AWK Stock Holding History

Allied Private Wealth’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	$4.82K	Buy	+36	New	+$4.63K	﹤0.01%	620

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 $416B AUM 44.19% 1-Year Est. Return

Allied Private Wealth's AWK Position: Q2 2026 in Review

Allied Private Wealth opened a new position in American Water Works (AWK) in Q2 2026: 36 shares worth $4.82K. The stake represents ﹤0.01% of the portfolio and ranks #620 among its holdings.

1,130 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

Allied Private Wealth held 36 shares of American Water Works worth $4.82K as of Q2 2026.
American Water Works was a new Allied Private Wealth position in Q2 2026.
American Water Works made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #620 holding.
1,130 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.