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Freedom Investment Management’s American Water Works AWK Stock Holding History

Freedom Investment Management’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
2025
Q3 		– Sell
-5,039
Closed -$701K – 191
2025
Q2 		$701K Sell
5,039
-647
-11% -$92.7K 0.06% 347
2025
Q1 		$839K Sell
5,686
-2,148
-27% -$283K 0.07% 289
2024
Q4 		$975K Sell
7,834
-1,271
-14% -$172K 0.08% 239
2024
Q3 		$1.33M Sell
9,105
-5,466
-38% -$775K 0.11% 180
2024
Q2 		$1.88M Sell
14,571
-11,882
-45% -$1.5M 0.15% 120
2024
Q1 		$3.23M Sell
26,453
-3,453
-12% -$425K 0.26% 69
2023
Q4 		$3.95M Sell
29,906
-1,926
-6% -$243K 0.32% 59
2023
Q3 		$3.94M Sell
31,832
-2,292
-7% -$321K 0.48% 35
2023
Q2 		$4.87M Buy
34,124
+8,208
+32% +$1.21M 0.55% 29
2023
Q1 		$3.8M Buy
25,916
+20,209
+354% +$2.99M 0.43% 46
2022
Q4 		$870K Buy
5,707
+1,063
+23% +$153K 0.1% 276
2022
Q3 		$604K Sell
4,644
-155
-3% -$23.3K 0.07% 356
2022
Q2 		$714K Sell
4,799
-2,061
-30% -$314K 0.08% 336
2022
Q1 		$1.14M Sell
6,860
-1,426
-17% -$226K 0.1% 258
2021
Q4 		$1.56M Sell
8,286
-130
-2% -$22.7K 0.11% 230
2021
Q3 		$1.42M Buy
8,416
+3,071
+57% +$537K 0.11% 249
2021
Q2 		$824K Buy
5,345
+1,093
+26% +$170K 0.06% 380
2021
Q1 		$637K Sell
4,252
-170
-4% -$25.8K 0.05% 442
2020
Q4 		$679K Buy
4,422
+1,509
+52% +$232K 0.07% 258
2020
Q3 		$422K Buy
2,913
+1,317
+83% +$187K 0.05% 321
2020
Q2 		$205K Buy
+1,596
New +$199K 0.02% 507
2019
Q3 		– Sell
-1,852
Closed -$215K – 690
2019
Q2 		$215K Sell
1,852
-142
-7% -$15.7K 0.02% 617
2019
Q1 		$208K Buy
+1,994
New +$196K 0.02% 623
2018
Q4 		– Sell
-2,323
Closed -$206K – 766
2018
Q3 		$206K Sell
2,323
-59
-2% -$5.19K 0.01% 835
2018
Q2 		$203K Buy
+2,382
New +$197K 0.01% 890
2016
Q4 		– Sell
-4,573
Closed -$342K – 979
2016
Q3 		$342K Buy
+4,573
New +$358K 0.02% 574

Other funds holding AWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Freedom Investment Management's AWK Position: Q3 2025 in Review

Freedom Investment Management sold out of American Water Works (AWK) in Q3 2025, closing a stake of 5,039 shares — an estimated $701K sold.

Freedom Investment Management first reported a position in AWK in Q3 2016 and held it in 26 quarters. The position peaked at $4.87M in Q2 2023. 1,125 funds tracked by Wall St. Rank hold AWK as of Q3 2025.

  • Freedom Investment Management reported no remaining American Water Works position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 5,039 American Water Works shares in Q3 2025, an estimated $701K.
  • Freedom Investment Management first reported a position in American Water Works in Q3 2016 and held it in 26 quarters.
  • Freedom Investment Management's American Water Works position peaked at $4.87M in Q2 2023.
  • 1,125 funds tracked by Wall St. Rank held American Water Works as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.