Arkadios Wealth Advisors’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
$963K Sell
7,317
-1,139
-13% -$146K 0.01% 816
2026
Q1
$1.15M Buy
8,456
+13
+0.2% +$1.72K 0.02% 723
2025
Q4
$1.1M Buy
+8,443
New +$1.13M 0.02% 656
2022
Q1
Sell
-1,196
Closed -$226K 560
2021
Q4
$226K Sell
1,196
-492
-29% -$85.9K 0.03% 519
2021
Q3
$285K Sell
1,688
-112
-6% -$19.6K 0.04% 416
2021
Q2
$277K Buy
1,800
+1,618
+889% +$252K 0.03% 462
2021
Q1
$27K Buy
182
+44
+32% +$6.67K ﹤0.01% 879
2020
Q4
$21K Sell
138
-564
-80% -$86.8K ﹤0.01% 735
2020
Q3
$109K Sell
702
-281
-29% -$39.8K 0.05% 272
2020
Q2
$133K Buy
+983
New +$122K 0.07% 214
2020
Q1
Sell
-177
Closed -$24.2K 1213
2019
Q4
$24.2K Buy
+177
New +$21.5K 0.01% 432

Other funds holding AWK

Arkadios Wealth Advisors's AWK Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its American Water Works (AWK) stake by 13% in Q2 2026, selling an estimated $146K and leaving 7,317 shares worth $963K. The position accounts for 0.01% of the portfolio, ranked #816.

Arkadios Wealth Advisors first reported a position in AWK in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.15M in Q1 2026. 1,132 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Arkadios Wealth Advisors held 7,317 shares of American Water Works worth $963K as of Q2 2026.
  • Arkadios Wealth Advisors sold 1,139 American Water Works shares in Q2 2026, an estimated $146K.
  • American Water Works made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #816 holding.
  • Arkadios Wealth Advisors first reported a position in American Water Works in Q4 2019 and has held it in 11 quarters since.
  • Arkadios Wealth Advisors's American Water Works position peaked at $1.15M in Q1 2026.
  • 1,132 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.