CWS Financial Advisors’s American Water Works AWK Stock Holding History

CWS Financial Advisors’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 Q1	–	Sell	-1,573	Closed	-$205K	–	158
2025 Q4	$205K	Buy	+1,573	New	+$210K	0.06%	147
2023 Q3	–	Sell	-1,543	Closed	-$220K	–	173
2023 Q2	$220K	Hold	1,543	–	–	0.08%	139
2023 Q1	$226K	Sell	1,543 -71	-4%	-$10.5K	0.09%	131
2022 Q4	$242K	Sell	1,614 -68	-4%	-$9.82K	0.1%	121
2022 Q3	$219K	Buy	1,682 +6	+0.4%	+$903	0.1%	126
2022 Q2	$249K	Buy	1,676 +13	+0.8%	+$1.98K	0.11%	121
2022 Q1	$275K	Sell	1,663 -1	-0.1%	-$158	0.1%	121
2021 Q4	$314K	Buy	+1,664	New	+$291K	0.11%	113
2021 Q2	$256K	Buy	1,664 +50	+3%	+$7.79K	0.1%	127
2021 Q1	$242K	Buy	1,614 +40	+3%	+$6.06K	0.1%	121
2020 Q4	$242K	Sell	1,574 -11	-0.7%	-$1.69K	0.14%	114
2020 Q3	$230K	Hold	1,585	–	–	0.15%	110
2020 Q2	$204K	Buy	+1,585	New	+$197K	0.15%	115

Other funds holding AWK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CWS Financial Advisors's AWK Position: Q1 2026 in Review

CWS Financial Advisors sold out of American Water Works (AWK) in Q1 2026, closing a stake of 1,573 shares — an estimated $205K sold.

CWS Financial Advisors first reported a position in AWK in Q2 2020 and held it in 13 quarters. The position peaked at $314K in Q4 2021. 1,138 funds tracked by Wall St. Rank hold AWK as of Q1 2026.

CWS Financial Advisors reported no remaining American Water Works position as of Q1 2026 after selling out during the quarter.
CWS Financial Advisors sold 1,573 American Water Works shares in Q1 2026, an estimated $205K.
CWS Financial Advisors first reported a position in American Water Works in Q2 2020 and held it in 13 quarters.
CWS Financial Advisors's American Water Works position peaked at $314K in Q4 2021.
1,138 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.