EWP
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Elevation Wealth Partners’s American Water Works AWK Stock Holding History

Elevation Wealth Partners’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
Q3 		$7.51K Sell
58
-4
-6% -$541 ﹤0.01% 995
2026
Q2 		$8.16K Buy
62
+30
+94% +$3.85K ﹤0.01% 880
2026
Q1 		$4.36K Sell
32
-276
-90% -$36.5K ﹤0.01% 745
2025
Q4 		$40.2K Buy
+308
New +$41.2K 0.01% 268

Other funds holding AWK

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Elevation Wealth Partners's AWK Position: Q3 2026 in Review

Elevation Wealth Partners reduced its American Water Works (AWK) stake by 6.5% in Q3 2026, selling an estimated $541 and leaving 58 shares worth $7.51K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Elevation Wealth Partners first reported a position in AWK in Q4 2025 and has held it in 4 quarters since. The position peaked at $40.2K in Q4 2025. 42 funds tracked by Wall St. Rank hold AWK as of Q3 2026.

  • Elevation Wealth Partners held 58 shares of American Water Works worth $7.51K as of Q3 2026.
  • Elevation Wealth Partners sold 4 American Water Works shares in Q3 2026, an estimated $541.
  • American Water Works made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #995 holding.
  • Elevation Wealth Partners first reported a position in American Water Works in Q4 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's American Water Works position peaked at $40.2K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held American Water Works as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.