Dogwood 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
$3.42K Sell
26
-10
-28% -$1.28K ﹤0.01% 572
2026
Q1
$4.9K Buy
36
+18
+100% +$2.38K ﹤0.01% 478
2025
Q4
$2.35K Buy
18
+10
+125% +$1.34K ﹤0.01% 537
2025
Q3
$1.11K Buy
8
+7
+700% +$989 ﹤0.01% 594
2025
Q2
$141 Sell
1
-2
-67% -$287 ﹤0.01% 672
2025
Q1
$443 Buy
+3
New +$395 ﹤0.01% 472
2024
Q3
Hold
0
382
2024
Q2
Hold
0
417
2024
Q1
Hold
0
457
2023
Q4
Hold
0
406

Other funds holding AWK

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

Dogwood Wealth Management reduced its American Water Works (AWK) stake by 28% in Q2 2026, selling an estimated $1.28K and leaving 26 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Dogwood Wealth Management first reported a position in AWK in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.9K in Q1 2026. 1,123 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Dogwood Wealth Management held 26 shares of American Water Works worth $3.42K as of Q2 2026.
  • Dogwood Wealth Management sold 10 American Water Works shares in Q2 2026, an estimated $1.28K.
  • American Water Works made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #572 holding.
  • Dogwood Wealth Management first reported a position in American Water Works in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's American Water Works position peaked at $4.9K in Q1 2026.
  • 1,123 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.