Elevated Capital Advisors’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
$47.5K Sell
361
-28
-7% -$3.6K 0.01% 346
2026
Q1
$52.9K Buy
389
+289
+289% +$38.2K 0.01% 344
2025
Q4
$13.1K Buy
+100
New +$13.4K ﹤0.01% 429

Other funds holding AWK

Elevated Capital Advisors's AWK Position: Q2 2026 in Review

Elevated Capital Advisors reduced its American Water Works (AWK) stake by 7.2% in Q2 2026, selling an estimated $3.6K and leaving 361 shares worth $47.5K. The position accounts for 0.01% of the portfolio, ranked #346.

Elevated Capital Advisors first reported a position in AWK in Q4 2025 and has held it in 3 quarters since. The position peaked at $52.9K in Q1 2026. 1,124 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Elevated Capital Advisors held 361 shares of American Water Works worth $47.5K as of Q2 2026.
  • Elevated Capital Advisors sold 28 American Water Works shares in Q2 2026, an estimated $3.6K.
  • American Water Works made up 0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #346 holding.
  • Elevated Capital Advisors first reported a position in American Water Works in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's American Water Works position peaked at $52.9K in Q1 2026.
  • 1,124 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.