Avidian Wealth Enterprises’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
$1.94M Buy
14,777
+915
+7% +$118K 0.05% 216
2026
Q1
$1.89M Buy
13,862
+9,217
+198% +$1.22M 0.06% 201
2025
Q4
$606K Sell
4,645
-24
-0.5% -$3.21K 0.02% 335
2025
Q3
$650K Buy
+4,669
New +$660K 0.02% 307

Other funds holding AWK

Avidian Wealth Enterprises's AWK Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its American Water Works (AWK) stake by 6.6% in Q2 2026, buying an estimated $118K and bringing the position to 14,777 shares worth $1.94M. The position accounts for 0.05% of the portfolio, ranked #216.

Avidian Wealth Enterprises first reported a position in AWK in Q3 2025 and has held it in 4 quarters since. 1,124 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Avidian Wealth Enterprises held 14,777 shares of American Water Works worth $1.94M as of Q2 2026.
  • Avidian Wealth Enterprises bought 915 American Water Works shares in Q2 2026, an estimated $118K.
  • American Water Works made up 0.05% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #216 holding.
  • Avidian Wealth Enterprises first reported a position in American Water Works in Q3 2025 and has held it in 4 quarters since.
  • 1,124 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

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