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Foundations Investment Advisors’s American Water Works AWK Stock Holding History

Foundations Investment 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 		– Sell
-2,059
Closed -$280K – 1213
2026
Q1 		$280K Sell
2,059
-189
-8% -$25K ﹤0.01% 939
2025
Q4 		$293K Buy
2,248
+624
+38% +$83.4K ﹤0.01% 901
2025
Q3 		$226K Buy
1,624
+5
+0.3% +$706 ﹤0.01% 957
2025
Q2 		$225K Sell
1,619
-107
-6% -$15.3K ﹤0.01% 847
2025
Q1 		$255K Buy
1,726
+82
+5% +$10.8K ﹤0.01% 762
2024
Q4 		$205K Buy
+1,644
New +$222K ﹤0.01% 804

Other funds holding AWK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Foundations Investment Advisors's AWK Position: Q2 2026 in Review

Foundations Investment Advisors sold out of American Water Works (AWK) in Q2 2026, closing a stake of 2,059 shares — an estimated $280K sold.

Foundations Investment Advisors first reported a position in AWK in Q4 2024 and held it in 6 quarters. The position peaked at $293K in Q4 2025. 1,125 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Foundations Investment Advisors reported no remaining American Water Works position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 2,059 American Water Works shares in Q2 2026, an estimated $280K.
  • Foundations Investment Advisors first reported a position in American Water Works in Q4 2024 and held it in 6 quarters.
  • Foundations Investment Advisors's American Water Works position peaked at $293K in Q4 2025.
  • 1,125 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.