Financial Consulate’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
Q1
$545 Sell
4
-8
-67% -$1.06K ﹤0.01% 1229
2025
Q4
$1.57K Buy
+12
New +$1.6K ﹤0.01% 944

Other funds holding AWK

Financial Consulate's AWK Position: Q1 2026 in Review

Financial Consulate reduced its American Water Works (AWK) stake by 67% in Q1 2026, selling an estimated $1.06K and leaving 4 shares worth $545. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Financial Consulate first reported a position in AWK in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.57K in Q4 2025. 1,136 funds tracked by Wall St. Rank hold AWK as of Q1 2026.

  • Financial Consulate held 4 shares of American Water Works worth $545 as of Q1 2026.
  • Financial Consulate sold 8 American Water Works shares in Q1 2026, an estimated $1.06K.
  • American Water Works made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #1229 holding.
  • Financial Consulate first reported a position in American Water Works in Q4 2025 and has held it in 2 quarters since.
  • Financial Consulate's American Water Works position peaked at $1.57K in Q4 2025.
  • 1,136 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.