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Evelyn Partners Investment Management’s American Water Works AWK Stock Holding History

Evelyn Partners Investment Management’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
Q1 		$8.34M Sell
61,264
-924
-1% -$122K 0.23% 63
2025
Q4 		$8.12M Sell
62,188
-377
-0.6% -$50.4K 0.22% 63
2025
Q3 		$8.71M Buy
62,565
+320
+0.5% +$45.2K 0.25% 62
2025
Q2 		$8.66M Sell
62,245
-2,313
-4% -$331K 0.26% 62
2025
Q1 		$9.52M Sell
64,558
-531
-0.8% -$70K 0.32% 57
2024
Q4 		$8.1M Buy
+65,089
New +$8.79M 0.26% 63

Other funds holding AWK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evelyn Partners Investment Management's AWK Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its American Water Works (AWK) stake by 1.5% in Q1 2026, selling an estimated $122K and leaving 61,264 shares worth $8.34M. The position accounts for 0.23% of the portfolio, ranked #63.

Evelyn Partners Investment Management first reported a position in AWK in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.52M in Q1 2025. 1,137 funds tracked by Wall St. Rank hold AWK as of Q1 2026.

  • Evelyn Partners Investment Management held 61,264 shares of American Water Works worth $8.34M as of Q1 2026.
  • Evelyn Partners Investment Management sold 924 American Water Works shares in Q1 2026, an estimated $122K.
  • American Water Works made up 0.23% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #63 holding.
  • Evelyn Partners Investment Management first reported a position in American Water Works in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's American Water Works position peaked at $9.52M in Q1 2025.
  • 1,137 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.