Aprio 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
Q2
$455K Buy
3,455
+119
+4% +$15.3K 0.02% 402
2026
Q1
$454K Buy
+3,336
New +$441K 0.02% 386
2025
Q4
Sell
-1,691
Closed -$235K 544
2025
Q3
$235K Buy
+1,691
New +$239K 0.02% 383

Other funds holding AWK

Aprio Wealth Management's AWK Position: Q2 2026 in Review

Aprio Wealth Management increased its American Water Works (AWK) stake by 3.6% in Q2 2026, buying an estimated $15.3K and bringing the position to 3,455 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #402.

Aprio Wealth Management first reported a position in AWK in Q3 2025 and has held it in 3 quarters since. 1,125 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Aprio Wealth Management held 3,455 shares of American Water Works worth $455K as of Q2 2026.
  • Aprio Wealth Management bought 119 American Water Works shares in Q2 2026, an estimated $15.3K.
  • American Water Works made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #402 holding.
  • Aprio Wealth Management first reported a position in American Water Works in Q3 2025 and has held it in 3 quarters since.
  • 1,125 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.