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Evergreen Wealth Solutions’s American Water Works AWK Stock Holding History

Evergreen Wealth Solutions’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
Q2 		$308K Buy
2,257
+711
+46% +$91.4K 0.02% 414
2026
Q1 		$210K Buy
+1,546
New +$204K 0.01% 392

Other funds holding AWK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Evergreen Wealth Solutions's AWK Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its American Water Works (AWK) stake by 46% in Q2 2026, buying an estimated $91.4K and bringing the position to 2,257 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #414.

Evergreen Wealth Solutions first reported a position in AWK in Q1 2026 and has held it in 2 quarters since. 1,125 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Evergreen Wealth Solutions held 2,257 shares of American Water Works worth $308K as of Q2 2026.
  • Evergreen Wealth Solutions bought 711 American Water Works shares in Q2 2026, an estimated $91.4K.
  • American Water Works made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #414 holding.
  • Evergreen Wealth Solutions first reported a position in American Water Works in Q1 2026 and has held it in 2 quarters since.
  • 1,125 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.