CBIZ 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
Q1
Sell
-64
Closed -$8.35K 443
2025
Q4
$8.35K Buy
64
+47
+276% +$6.28K ﹤0.01% 413
2025
Q3
$2.37K Buy
17
+10
+143% +$1.41K ﹤0.01% 550
2025
Q2
$974 Buy
+7
New +$1K ﹤0.01% 602

Other funds holding AWK

CBIZ Investment Advisory Services's AWK Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of American Water Works (AWK) in Q1 2026, closing a stake of 64 shares — an estimated $8.35K sold.

CBIZ Investment Advisory Services first reported a position in AWK in Q2 2025 and held it in 3 quarters. The position peaked at $8.35K in Q4 2025. 1,140 funds tracked by Wall St. Rank hold AWK as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining American Water Works position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 64 American Water Works shares in Q1 2026, an estimated $8.35K.
  • CBIZ Investment Advisory Services first reported a position in American Water Works in Q2 2025 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's American Water Works position peaked at $8.35K in Q4 2025.
  • 1,140 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.