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. 1,143 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.
  • 1,143 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.