Elevation Wealth Partners’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
$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

Elevation Wealth Partners's AWK Position: Q2 2026 in Review

Elevation Wealth Partners increased its American Water Works (AWK) stake by 94% in Q2 2026, buying an estimated $3.85K and bringing the position to 62 shares worth $8.16K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Elevation Wealth Partners first reported a position in AWK in Q4 2025 and has held it in 3 quarters since. The position peaked at $40.2K in Q4 2025. 381 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Elevation Wealth Partners held 62 shares of American Water Works worth $8.16K as of Q2 2026.
  • Elevation Wealth Partners bought 30 American Water Works shares in Q2 2026, an estimated $3.85K.
  • American Water Works made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #880 holding.
  • Elevation Wealth Partners first reported a position in American Water Works in Q4 2025 and has held it in 3 quarters since.
  • Elevation Wealth Partners's American Water Works position peaked at $40.2K in Q4 2025.
  • 381 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.