Callan Family Office’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
Q1
$914K Sell
6,714
-210
-3% -$27.8K 0.02% 588
2025
Q4
$904K Buy
6,924
+167
+2% +$22.3K 0.02% 578
2025
Q3
$941K Sell
6,757
-776
-10% -$110K 0.03% 391
2025
Q2
$1.05M Buy
7,533
+5,656
+301% +$810K 0.03% 390
2025
Q1
$277K Sell
1,877
-1,491
-44% -$196K 0.02% 440
2024
Q4
$419K Buy
+3,368
New +$455K 0.03% 411

Other funds holding AWK

Callan Family Office's AWK Position: Q1 2026 in Review

Callan Family Office reduced its American Water Works (AWK) stake by 3% in Q1 2026, selling an estimated $27.8K and leaving 6,714 shares worth $914K. The position accounts for 0.02% of the portfolio, ranked #588.

Callan Family Office first reported a position in AWK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.05M in Q2 2025. 1,136 funds tracked by Wall St. Rank hold AWK as of Q1 2026.

  • Callan Family Office held 6,714 shares of American Water Works worth $914K as of Q1 2026.
  • Callan Family Office sold 210 American Water Works shares in Q1 2026, an estimated $27.8K.
  • American Water Works made up 0.02% of Callan Family Office's portfolio in Q1 2026, its #588 holding.
  • Callan Family Office first reported a position in American Water Works in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's American Water Works position peaked at $1.05M in Q2 2025.
  • 1,136 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.