Beacon Investment Advisory Services’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
$15.8K Buy
120
+20
+20% +$2.57K ﹤0.01% 579
2026
Q1
$13.6K Buy
+100
New +$13.2K ﹤0.01% 605

Other funds holding AWK

Beacon Investment Advisory Services's AWK Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its American Water Works (AWK) stake by 20% in Q2 2026, buying an estimated $2.57K and bringing the position to 120 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Beacon Investment Advisory Services first reported a position in AWK in Q1 2026 and has held it in 2 quarters since. 1,123 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Beacon Investment Advisory Services held 120 shares of American Water Works worth $15.8K as of Q2 2026.
  • Beacon Investment Advisory Services bought 20 American Water Works shares in Q2 2026, an estimated $2.57K.
  • American Water Works made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #579 holding.
  • Beacon Investment Advisory Services first reported a position in American Water Works in Q1 2026 and has held it in 2 quarters since.
  • 1,123 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.