Curio Wealth’s American Water Works AWK Stock Holding History

Curio Wealth’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	–	Sell	-2	Closed	-$272	–	169
2026 Q1	$272	Buy	+2	New	+$264	﹤0.01%	671

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

Curio Wealth's AWK Position: Q2 2026 in Review

Curio Wealth sold out of American Water Works (AWK) in Q2 2026, closing a stake of 2 shares — an estimated $272 sold.

Curio Wealth first reported a position in AWK in Q1 2026 and held it in 1 quarter. The position peaked at $272 in Q1 2026. 1,123 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

Curio Wealth reported no remaining American Water Works position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 American Water Works shares in Q2 2026, an estimated $272.
Curio Wealth first reported a position in American Water Works in Q1 2026 and held it in 1 quarter.
Curio Wealth's American Water Works position peaked at $272 in Q1 2026.
1,123 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.