Fulcrum Asset Management’s American Water Works AWK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-59,734
Closed -$7.02M 206
2025
Q1
$7.02M Buy
+59,734
New +$7.87M 1.36% 16

Other funds holding AWK

Fulcrum Asset Management's AWK Position: Q2 2026 in Review

Fulcrum Asset Management increased its American Water Works (AWK) stake by 0.52% in Q2 2026, buying an estimated $14.3K and bringing the position to 21,376 shares worth $2.83M. The position accounts for 0.28% of the portfolio, ranked #90.

Fulcrum Asset Management first reported a position in AWK in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.08M in Q3 2025. 1,133 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Fulcrum Asset Management held 21,376 shares of American Water Works worth $2.83M as of Q2 2026.
  • Fulcrum Asset Management bought 111 American Water Works shares in Q2 2026, an estimated $14.3K.
  • American Water Works made up 0.28% of Fulcrum Asset Management's portfolio in Q2 2026, its #90 holding.
  • Fulcrum Asset Management first reported a position in American Water Works in Q2 2025 and has held it in 5 quarters since.
  • Fulcrum Asset Management's American Water Works position peaked at $6.08M in Q3 2025.
  • 1,133 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.