Catherine Avery Investment Management’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
$88.8K Buy
675
+15
+2% +$1.93K 0.04% 68
2026
Q1
$89.8K Hold
660
0.04% 62
2025
Q4
$86.1K Hold
660
0.05% 62
2025
Q3
$91.9K Hold
660
0.06% 58
2025
Q2
$91.8K Hold
660
0.07% 56
2025
Q1
$97.4K Hold
660
0.09% 52
2024
Q4
$82.2K Buy
+660
New +$89.1K 0.07% 52

Other funds holding AWK

Catherine Avery Investment Management's AWK Position: Q2 2026 in Review

Catherine Avery Investment Management increased its American Water Works (AWK) stake by 2.3% in Q2 2026, buying an estimated $1.93K and bringing the position to 675 shares worth $88.8K. The position accounts for 0.04% of the portfolio, ranked #68.

Catherine Avery Investment Management first reported a position in AWK in Q4 2024 and has held it in 7 quarters since. The position peaked at $97.4K in Q1 2025. 1,127 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Catherine Avery Investment Management held 675 shares of American Water Works worth $88.8K as of Q2 2026.
  • Catherine Avery Investment Management bought 15 American Water Works shares in Q2 2026, an estimated $1.93K.
  • American Water Works made up 0.04% of Catherine Avery Investment Management's portfolio in Q2 2026, its #68 holding.
  • Catherine Avery Investment Management first reported a position in American Water Works in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's American Water Works position peaked at $97.4K in Q1 2025.
  • 1,127 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.