Center for Financial Planning’s American Water Works AWK Stock Holding History

Center for 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
2026 Q2	$26.3K	Hold	200	–	–	﹤0.01%	400
2026 Q1	$27.2K	Hold	200	–	–	﹤0.01%	382
2025 Q4	$26.1K	Hold	200	–	–	﹤0.01%	379
2025 Q3	$27.8K	Hold	200	–	–	﹤0.01%	377
2025 Q2	$27.8K	Hold	200	–	–	﹤0.01%	357
2025 Q1	$29.5K	Hold	200	–	–	﹤0.01%	349
2024 Q4	$24.9K	Hold	200	–	–	﹤0.01%	325
2024 Q3	$29.2K	Hold	200	–	–	﹤0.01%	304
2024 Q2	$25.8K	Hold	200	–	–	﹤0.01%	303
2024 Q1	$24.4K	Buy	+200	New	+$24.6K	﹤0.01%	306
2022 Q3	–	Sell	-53	Closed	-$8K	–	638
2022 Q2	$8K	Hold	53	–	–	﹤0.01%	377
2022 Q1	$9K	Hold	53	–	–	﹤0.01%	375
2021 Q4	$10K	Hold	53	–	–	﹤0.01%	374
2021 Q3	$9K	Hold	53	–	–	﹤0.01%	369
2021 Q2	$8K	Hold	53	–	–	﹤0.01%	384
2021 Q1	$8K	Hold	53	–	–	﹤0.01%	406
2020 Q4	$8K	Hold	53	–	–	﹤0.01%	355
2020 Q3	$8K	Hold	53	–	–	﹤0.01%	323
2020 Q2	$7K	Hold	53	–	–	﹤0.01%	332
2020 Q1	$6K	Hold	53	–	–	﹤0.01%	381
2019 Q4	$7K	Buy	+53	New	+$6.42K	﹤0.01%	333

Other funds holding AWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Center for Financial Planning's AWK Position: Q2 2026 in Review

Center for Financial Planning held its American Water Works (AWK) position steady in Q2 2026 at 200 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Center for Financial Planning first reported a position in AWK in Q4 2019 and has held it in 21 quarters since. The position peaked at $29.5K in Q1 2025. 1,124 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

Center for Financial Planning held 200 shares of American Water Works worth $26.3K as of Q2 2026.
Center for Financial Planning left its American Water Works share count unchanged in Q2 2026.
American Water Works made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #400 holding.
Center for Financial Planning first reported a position in American Water Works in Q4 2019 and has held it in 21 quarters since.
Center for Financial Planning's American Water Works position peaked at $29.5K in Q1 2025.
1,124 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.