Briaud Financial Planning’s American Water Works AWK Stock Holding History

Briaud Financial Planning’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	-125	Closed	-$17K	–	51
2025 Q2	$17K	Hold	125	–	–	0.01%	194
2025 Q1	$18K	Hold	125	–	–	0.01%	131
2024 Q4	$15K	Hold	125	–	–	0.01%	134
2024 Q3	$18K	Hold	125	–	–	0.01%	99
2024 Q2	$16K	Hold	125	–	–	0.01%	97
2024 Q1	$16K	Buy	+125	New	+$15.4K	0.01%	94
2023 Q4	–	Sell	-125	Closed	-$15K	–	24
2023 Q3	$15K	Buy	+125	New	+$17.5K	0.01%	96

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

Briaud Financial Planning's AWK Position: Q3 2025 in Review

Briaud Financial Planning sold out of American Water Works (AWK) in Q3 2025, closing a stake of 125 shares — an estimated $17K sold.

Briaud Financial Planning first reported a position in AWK in Q3 2023 and held it in 7 quarters. The position peaked at $18K in Q1 2025. 1,125 funds tracked by Wall St. Rank hold AWK as of Q3 2025.

Briaud Financial Planning reported no remaining American Water Works position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 125 American Water Works shares in Q3 2025, an estimated $17K.
Briaud Financial Planning first reported a position in American Water Works in Q3 2023 and held it in 7 quarters.
Briaud Financial Planning's American Water Works position peaked at $18K in Q1 2025.
1,125 funds tracked by Wall St. Rank held American Water Works as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.