FFA
AWK icon

Fortune Financial Advisors’s American Water Works AWK Stock Holding History

Fortune Financial Advisors’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 		$627K Buy
4,762
+2,455
+106% +$315K 0.27% 87
2026
Q1 		$314K Buy
2,307
+443
+24% +$58.5K 0.16% 115
2025
Q4 		$243K Buy
1,864
+253
+16% +$33.8K 0.16% 89
2025
Q3 		$224K Buy
1,611
+38
+2% +$5.37K 0.17% 90
2025
Q2 		$219K Buy
1,573
+87
+6% +$12.5K 0.18% 91
2025
Q1 		$219K Buy
+1,486
New +$196K 0.19% 89
2024
Q3 		– Sell
-2,021
Closed -$261K – 93
2024
Q2 		$261K Buy
2,021
+215
+12% +$27.2K 0.16% 117
2024
Q1 		$221K Buy
1,806
+9
+0.5% +$1.11K 0.14% 124
2023
Q4 		$237K Buy
1,797
+8
+0.4% +$1.01K 0.17% 114
2023
Q3 		$222K Buy
1,789
+7
+0.4% +$981 0.17% 110
2023
Q2 		$254K Buy
+1,782
New +$262K 0.19% 107

Other funds holding AWK

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PL
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
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
New York State Common Retirement Fund
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

Fortune Financial Advisors's AWK Position: Q2 2026 in Review

Fortune Financial Advisors increased its American Water Works (AWK) stake by 106% in Q2 2026, buying an estimated $315K and bringing the position to 4,762 shares worth $627K. The position accounts for 0.27% of the portfolio, ranked #87.

Fortune Financial Advisors first reported a position in AWK in Q2 2023 and has held it in 11 quarters since. 443 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Fortune Financial Advisors held 4,762 shares of American Water Works worth $627K as of Q2 2026.
  • Fortune Financial Advisors bought 2,455 American Water Works shares in Q2 2026, an estimated $315K.
  • American Water Works made up 0.27% of Fortune Financial Advisors's portfolio in Q2 2026, its #87 holding.
  • Fortune Financial Advisors first reported a position in American Water Works in Q2 2023 and has held it in 11 quarters since.
  • 443 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.