Congress Wealth Management’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
2025
Q2
$1.64M Buy
11,784
+1,077
+10% +$154K 0.02% 591
2025
Q1
$1.57M Buy
10,707
+3,643
+52% +$480K 0.02% 545
2024
Q4
$879K Buy
7,064
+786
+13% +$106K 0.01% 539
2024
Q3
$918K Buy
+6,278
New +$890K 0.01% 528

Other funds holding AWK

Congress Wealth Management's AWK Position: Q2 2025 in Review

Congress Wealth Management increased its American Water Works (AWK) stake by 10% in Q2 2025, buying an estimated $154K and bringing the position to 11,784 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #591.

Congress Wealth Management first reported a position in AWK in Q3 2024 and has held it in 4 quarters since. 1,111 funds tracked by Wall St. Rank hold AWK as of Q2 2025.

  • Congress Wealth Management held 11,784 shares of American Water Works worth $1.64M as of Q2 2025.
  • Congress Wealth Management bought 1,077 American Water Works shares in Q2 2025, an estimated $154K.
  • American Water Works made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #591 holding.
  • Congress Wealth Management first reported a position in American Water Works in Q3 2024 and has held it in 4 quarters since.
  • 1,111 funds tracked by Wall St. Rank held American Water Works as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.