Concurrent Investment Advisors’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
Other funds holding AWK
Concurrent Investment Advisors's AWK Position: Q2 2026 in Review
Concurrent Investment Advisors reduced its American Water Works (AWK) stake by 7.5% in Q2 2026, selling an estimated $177K and leaving 16,896 shares worth $2.22M. The position accounts for 0.02% of the portfolio, ranked #689.
Concurrent Investment Advisors first reported a position in AWK in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.89M in Q1 2025. 1,124 funds tracked by Wall St. Rank hold AWK as of Q2 2026.
- Concurrent Investment Advisors held 16,896 shares of American Water Works worth $2.22M as of Q2 2026.
- Concurrent Investment Advisors sold 1,379 American Water Works shares in Q2 2026, an estimated $177K.
- American Water Works made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #689 holding.
- Concurrent Investment Advisors first reported a position in American Water Works in Q4 2023 and has held it in 11 quarters since.
- Concurrent Investment Advisors's American Water Works position peaked at $2.89M in Q1 2025.
- 1,124 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.
Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.