Excelsior Advisor Network’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
$1.64M Buy
12,482
+10,797
+641% +$1.39M 0.22% 101
2026
Q1
$229K Buy
+1,685
New +$223K 0.09% 190

Other funds holding AWK

Excelsior Advisor Network's AWK Position: Q2 2026 in Review

Excelsior Advisor Network increased its American Water Works (AWK) stake by 641% in Q2 2026, buying an estimated $1.39M and bringing the position to 12,482 shares worth $1.64M. The position accounts for 0.22% of the portfolio, ranked #101.

Excelsior Advisor Network 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.

  • Excelsior Advisor Network held 12,482 shares of American Water Works worth $1.64M as of Q2 2026.
  • Excelsior Advisor Network bought 10,797 American Water Works shares in Q2 2026, an estimated $1.39M.
  • American Water Works made up 0.22% of Excelsior Advisor Network's portfolio in Q2 2026, its #101 holding.
  • Excelsior Advisor Network 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 Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.