Atticus Wealth Management’s American Water Works AWK Stock Holding History

Atticus Wealth Management’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
2025 Q3	–	Sell	-30	Closed	-$4.17K	–	232
2025 Q2	$4.17K	Sell	30 -10	-25%	-$1.43K	﹤0.01%	529
2025 Q1	$5.9K	Hold	40	–	–	﹤0.01%	408
2024 Q4	$4.98K	Hold	40	–	–	﹤0.01%	431
2024 Q3	$5.85K	Hold	40	–	–	﹤0.01%	425
2024 Q2	$5.17K	Hold	40	–	–	﹤0.01%	421
2024 Q1	$4.89K	Hold	40	–	–	﹤0.01%	445
2023 Q4	$5.28K	Hold	40	–	–	﹤0.01%	444
2023 Q3	$4.95K	Hold	40	–	–	﹤0.01%	454
2023 Q2	$5.71K	Sell	40 -64	-62%	-$9.4K	﹤0.01%	442
2023 Q1	$15.2K	Buy	104 +64	+160%	+$9.48K	0.01%	344
2022 Q4	$6.1K	Sell	40 -54	-57%	-$7.79K	﹤0.01%	420
2022 Q3	$14K	Hold	94	–	–	0.01%	351
2022 Q2	$14K	Hold	94	–	–	0.01%	381
2022 Q1	$16K	Buy	94 +54	+135%	+$8.56K	0.01%	359
2021 Q4	$8K	Buy	+40	New	+$6.99K	﹤0.01%	371
2020 Q1	–	Sell	-505	Closed	-$62K	–	312
2019 Q4	$62K	Buy	+505	New	+$61.2K	0.04%	165

Other funds holding AWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atticus Wealth Management's AWK Position: Q3 2025 in Review

Atticus Wealth Management sold out of American Water Works (AWK) in Q3 2025, closing a stake of 30 shares — an estimated $4.17K sold.

Atticus Wealth Management first reported a position in AWK in Q4 2019 and held it in 16 quarters. The position peaked at $62K in Q4 2019. 1,125 funds tracked by Wall St. Rank hold AWK as of Q3 2025.

Atticus Wealth Management reported no remaining American Water Works position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 30 American Water Works shares in Q3 2025, an estimated $4.17K.
Atticus Wealth Management first reported a position in American Water Works in Q4 2019 and held it in 16 quarters.
Atticus Wealth Management's American Water Works position peaked at $62K in Q4 2019.
1,125 funds tracked by Wall St. Rank held American Water Works as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.