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Fourth Dimension Wealth’s American Water Works AWK Stock Holding History

Fourth Dimension Wealth’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 		$19.7K Hold
150
– – 0.01% 384
2026
Q1 		$20.4K Hold
150
– – 0.01% 317
2025
Q4 		$19.6K Hold
150
– – 0.01% 332
2025
Q3 		$20.9K Hold
150
– – 0.01% 317
2025
Q2 		$20.9K Hold
150
– – 0.01% 314
2025
Q1 		$22.1K Hold
150
– – 0.01% 306
2024
Q4 		$18.7K Buy
+150
New +$20.2K 0.01% 331

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

Fourth Dimension Wealth's AWK Position: Q2 2026 in Review

Fourth Dimension Wealth held its American Water Works (AWK) position steady in Q2 2026 at 150 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #384.

Fourth Dimension Wealth first reported a position in AWK in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.1K in Q1 2025. 1,123 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Fourth Dimension Wealth held 150 shares of American Water Works worth $19.7K as of Q2 2026.
  • Fourth Dimension Wealth left its American Water Works share count unchanged in Q2 2026.
  • American Water Works made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #384 holding.
  • Fourth Dimension Wealth first reported a position in American Water Works in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's American Water Works position peaked at $22.1K in Q1 2025.
  • 1,123 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.