Diversify 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
$425K Sell
3,158
-1,260
-29% -$162K 0.01% 921
2026
Q1
$583K Buy
+4,418
New +$584K 0.01% 763

Other funds holding AWK

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

Diversify Wealth Management reduced its American Water Works (AWK) stake by 29% in Q2 2026, selling an estimated $162K and leaving 3,158 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #921.

Diversify Wealth Management first reported a position in AWK in Q1 2026 and has held it in 2 quarters since. The position peaked at $583K in Q1 2026. 1,125 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Diversify Wealth Management held 3,158 shares of American Water Works worth $425K as of Q2 2026.
  • Diversify Wealth Management sold 1,260 American Water Works shares in Q2 2026, an estimated $162K.
  • American Water Works made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #921 holding.
  • Diversify Wealth Management first reported a position in American Water Works in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's American Water Works position peaked at $583K in Q1 2026.
  • 1,125 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.