Cornerstone 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
2026
Q2
$237K Sell
1,804
-164
-8% -$21.1K 0.01% 674
2026
Q1
$268K Hold
1,968
0.01% 606
2025
Q4
$257K Buy
1,968
+94
+5% +$12.6K 0.01% 585
2025
Q3
$261K Hold
1,874
0.01% 569
2025
Q2
$261K Sell
1,874
-50
-3% -$7.16K 0.02% 548
2025
Q1
$284K Hold
1,924
0.02% 490
2024
Q4
$240K Sell
1,924
-13
-0.7% -$1.75K 0.02% 514
2024
Q3
$283K Sell
1,937
-3
-0.2% -$425 0.02% 470
2024
Q2
$251K Buy
1,940
+7
+0.4% +$885 0.02% 470
2024
Q1
$236K Sell
1,933
-118
-6% -$14.5K 0.02% 480
2023
Q4
$271K Sell
2,051
-1,688
-45% -$213K 0.02% 432
2023
Q3
$463K Buy
3,739
+1,676
+81% +$235K 0.04% 319
2023
Q2
$294K Buy
+2,063
New +$303K 0.03% 405
2022
Q1
Sell
-1,688
Closed -$319K 467
2021
Q4
$319K Buy
+1,688
New +$295K 0.03% 374
2020
Q3
Sell
-1,752
Closed -$225K 392
2020
Q2
$225K Sell
1,752
-270
-13% -$33.6K 0.04% 338
2020
Q1
$242K Buy
+2,022
New +$261K 0.05% 291
2018
Q4
Sell
-60,492
Closed -$727K 389
2018
Q3
$727K Buy
60,492
+765
+1% +$67.3K 0.01% 799
2018
Q2
$692K Buy
+59,727
New +$4.94M 0.01% 895

Other funds holding AWK

Cornerstone Wealth Management's AWK Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its American Water Works (AWK) stake by 8.3% in Q2 2026, selling an estimated $21.1K and leaving 1,804 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #674.

Cornerstone Wealth Management first reported a position in AWK in Q2 2018 and has held it in 18 quarters since. The position peaked at $727K in Q3 2018. 1,125 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Cornerstone Wealth Management held 1,804 shares of American Water Works worth $237K as of Q2 2026.
  • Cornerstone Wealth Management sold 164 American Water Works shares in Q2 2026, an estimated $21.1K.
  • American Water Works made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #674 holding.
  • Cornerstone Wealth Management first reported a position in American Water Works in Q2 2018 and has held it in 18 quarters since.
  • Cornerstone Wealth Management's American Water Works position peaked at $727K in Q3 2018.
  • 1,125 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.