Evercore Wealth Management’s American Water Works AWK Stock Holding History

Evercore Wealth 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	$574K	Hold	4,220	–	–	0.01%	262
2025 Q4	$551K	Sell	4,220 -44	-1%	-$5.88K	0.01%	280
2025 Q3	$594K	Buy	4,264 +44	+1%	+$6.22K	0.01%	266
2025 Q2	$587K	Hold	4,220	–	–	0.01%	264
2025 Q1	$623K	Sell	4,220 -80	-2%	-$10.5K	0.01%	260
2024 Q4	$535K	Hold	4,300	–	–	0.01%	268
2024 Q3	$629K	Hold	4,300	–	–	0.01%	252
2024 Q2	$555K	Hold	4,300	–	–	0.01%	265
2024 Q1	$526K	Sell	4,300 -23	-0.5%	-$2.83K	0.01%	275
2023 Q4	$571K	Buy	4,323 +23	+0.5%	+$2.9K	0.01%	266
2023 Q3	$532K	Hold	4,300	–	–	0.01%	268
2023 Q2	$614K	Hold	4,300	–	–	0.01%	253
2023 Q1	$630K	Sell	4,300 -275	-6%	-$40.7K	0.01%	250
2022 Q4	$697K	Sell	4,575 -170	-4%	-$24.5K	0.01%	242
2022 Q3	$618K	Buy	4,745 +181	+4%	+$27.3K	0.01%	240
2022 Q2	$679K	Hold	4,564	–	–	0.01%	242
2022 Q1	$755K	Buy	4,564 +50	+1%	+$7.92K	0.01%	251
2021 Q4	$853K	Hold	4,514	–	–	0.01%	244
2021 Q3	$763K	Sell	4,514 -1,500	-25%	-$262K	0.01%	246
2021 Q2	$927K	Hold	6,014	–	–	0.02%	237
2021 Q1	$902K	Sell	6,014 -1,685	-22%	-$255K	0.02%	234
2020 Q4	$1.18M	Hold	7,699	–	–	0.03%	196
2020 Q3	$1.11M	Buy	7,699 +193	+3%	+$27.4K	0.03%	185
2020 Q2	$966K	Sell	7,506 -47	-0.6%	-$5.86K	0.03%	190
2020 Q1	$903K	Hold	7,553	–	–	0.03%	189
2019 Q4	$928K	Sell	7,553 -8	-0.1%	-$970	0.03%	212
2019 Q3	$939K	Sell	7,561 -55	-0.7%	-$6.63K	0.03%	210
2019 Q2	$883K	Hold	7,616	–	–	0.03%	220
2019 Q1	$794K	Buy	7,616 +416	+6%	+$40.8K	0.03%	225
2018 Q4	$654K	Sell	7,200 -29	-0.4%	-$2.65K	0.02%	227
2018 Q3	$636K	Buy	7,229 +29	+0.4%	+$2.55K	0.02%	250
2018 Q2	$615K	Buy	7,200 +4,700	+188%	+$389K	0.02%	249
2018 Q1	$205K	Hold	2,500	–	–	0.01%	340
2017 Q4	$229K	Hold	2,500	–	–	0.01%	346
2017 Q3	$202K	Hold	2,500	–	–	0.01%	364
2017 Q2	$195K	Buy	2,500 +189	+8%	+$14.9K	0.01%	374
2017 Q1	$180K	Sell	2,311 -2,351	-50%	-$175K	0.01%	383
2016 Q4	$337K	Buy	4,662 +1,262	+37%	+$91.3K	0.01%	295
2016 Q3	$254K	Hold	3,400	–	–	0.01%	331
2016 Q2	$287K	Hold	3,400	–	–	0.01%	307
2016 Q1	$234K	Hold	3,400	–	–	0.01%	328
2015 Q4	$203K	Buy	3,400 +1,500	+79%	+$86.5K	0.01%	363
2015 Q3	$105K	Hold	1,900	–	–	0.01%	476
2015 Q2	$92K	Sell	1,900 -496	-21%	-$26.1K	﹤0.01%	536
2015 Q1	$130K	Buy	2,396 +1,996	+499%	+$109K	0.01%	486
2014 Q4	$21K	Hold	400	–	–	﹤0.01%	660
2014 Q3	$19K	Hold	400	–	–	﹤0.01%	743
2014 Q2	$20K	Sell	400 -125	-24%	-$5.88K	﹤0.01%	737
2014 Q1	$24K	Hold	525	–	–	﹤0.01%	712
2013 Q4	$22K	Hold	525	–	–	﹤0.01%	663
2013 Q3	$22K	Hold	525	–	–	﹤0.01%	671
2013 Q2	$22K	Buy	+525	New	+$21.7K	﹤0.01%	644

Other funds holding AWK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evercore Wealth Management's AWK Position: Q1 2026 in Review

Evercore Wealth Management held its American Water Works (AWK) position steady in Q1 2026 at 4,220 shares worth $574K. The position accounts for 0.01% of the portfolio, ranked #262.

Evercore Wealth Management first reported a position in AWK in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.18M in Q4 2020. 1,136 funds tracked by Wall St. Rank hold AWK as of Q1 2026.

Evercore Wealth Management held 4,220 shares of American Water Works worth $574K as of Q1 2026.
Evercore Wealth Management left its American Water Works share count unchanged in Q1 2026.
American Water Works made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #262 holding.
Evercore Wealth Management first reported a position in American Water Works in Q2 2013 and has held it in 52 quarters since.
Evercore Wealth Management's American Water Works position peaked at $1.18M in Q4 2020.
1,136 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.