Financial Life Planners’s American Water Works AWK Stock Holding History

Financial Life Planners’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	$13.9K	Buy	106 +1	+1%	+$128	0.01%	215
2026 Q1	$14.3K	Buy	+105	New	+$13.9K	0.01%	214
2025 Q4	–	Sell	-103	Closed	-$14.4K	–	83
2025 Q3	$14.4K	Buy	+103	New	+$14.6K	0.01%	225
2025 Q1	–	Sell	-102	Closed	-$12.7K	–	109
2024 Q4	$12.7K	Buy	+102	New	+$13.8K	0.01%	242

Other funds holding AWK

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Financial Life Planners's AWK Position: Q2 2026 in Review

Financial Life Planners increased its American Water Works (AWK) stake by 0.95% in Q2 2026, buying an estimated $128 and bringing the position to 106 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #215.

Financial Life Planners first reported a position in AWK in Q4 2024 and has held it in 4 quarters since. The position peaked at $14.4K in Q3 2025. 442 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

Financial Life Planners held 106 shares of American Water Works worth $13.9K as of Q2 2026.
Financial Life Planners bought 1 American Water Works share in Q2 2026, an estimated $128.
American Water Works made up 0.01% of Financial Life Planners's portfolio in Q2 2026, its #215 holding.
Financial Life Planners first reported a position in American Water Works in Q4 2024 and has held it in 4 quarters since.
Financial Life Planners's American Water Works position peaked at $14.4K in Q3 2025.
442 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.