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Ausdal Financial Partners’s American Water Works AWK Stock Holding History

Ausdal Financial Partners’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
Q1 		$204K Sell
1,497
-117
-7% -$15.5K 0.01% 940
2025
Q4 		$211K Sell
1,614
-16
-1% -$2.14K 0.01% 878
2025
Q3 		$227K Buy
+1,630
New +$230K 0.01% 835
2016
Q1 		– Sell
-665
Closed -$40K – 283
2015
Q4 		$40K Buy
+665
New +$38.3K 0.02% 519

Other funds holding AWK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ausdal Financial Partners's AWK Position: Q1 2026 in Review

Ausdal Financial Partners reduced its American Water Works (AWK) stake by 7.2% in Q1 2026, selling an estimated $15.5K and leaving 1,497 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #940.

Ausdal Financial Partners first reported a position in AWK in Q4 2015 and has held it in 4 quarters since. The position peaked at $227K in Q3 2025. 1,136 funds tracked by Wall St. Rank hold AWK as of Q1 2026.

  • Ausdal Financial Partners held 1,497 shares of American Water Works worth $204K as of Q1 2026.
  • Ausdal Financial Partners sold 117 American Water Works shares in Q1 2026, an estimated $15.5K.
  • American Water Works made up 0.01% of Ausdal Financial Partners's portfolio in Q1 2026, its #940 holding.
  • Ausdal Financial Partners first reported a position in American Water Works in Q4 2015 and has held it in 4 quarters since.
  • Ausdal Financial Partners's American Water Works position peaked at $227K in Q3 2025.
  • 1,136 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.