Confluence Wealth Services’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
Other funds holding AWK
Confluence Wealth Services's AWK Position: Q2 2026 in Review
Confluence Wealth Services increased its American Water Works (AWK) stake by 151% in Q2 2026, buying an estimated $623K and bringing the position to 8,055 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #223.
Confluence Wealth Services first reported a position in AWK in Q3 2025 and has held it in 4 quarters since. 1,132 funds tracked by Wall St. Rank hold AWK as of Q2 2026.
- Confluence Wealth Services held 8,055 shares of American Water Works worth $1.06M as of Q2 2026.
- Confluence Wealth Services bought 4,846 American Water Works shares in Q2 2026, an estimated $623K.
- American Water Works made up 0.03% of Confluence Wealth Services's portfolio in Q2 2026, its #223 holding.
- Confluence Wealth Services first reported a position in American Water Works in Q3 2025 and has held it in 4 quarters since.
- 1,132 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.
Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.