Evolve Private Wealth’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
$403K Sell
3,064
-2,042
-40% -$262K 0.02% 601
2026
Q1
$695K Buy
5,106
+1,792
+54% +$237K 0.04% 444
2025
Q4
$432K Buy
+3,314
New +$443K 0.03% 586

Other funds holding AWK

Evolve Private Wealth's AWK Position: Q2 2026 in Review

Evolve Private Wealth reduced its American Water Works (AWK) stake by 40% in Q2 2026, selling an estimated $262K and leaving 3,064 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #601.

Evolve Private Wealth first reported a position in AWK in Q4 2025 and has held it in 3 quarters since. The position peaked at $695K in Q1 2026. 1,125 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Evolve Private Wealth held 3,064 shares of American Water Works worth $403K as of Q2 2026.
  • Evolve Private Wealth sold 2,042 American Water Works shares in Q2 2026, an estimated $262K.
  • American Water Works made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #601 holding.
  • Evolve Private Wealth first reported a position in American Water Works in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's American Water Works position peaked at $695K in Q1 2026.
  • 1,125 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.