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

Fulcrum Asset 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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fulcrum Asset Management's AWK Position: Q1 2026 in Review

Fulcrum Asset Management increased its American Water Works (AWK) stake by 0.63% in Q1 2026, buying an estimated $17.7K and bringing the position to 21,265 shares worth $2.95M. The position accounts for 0.45% of the portfolio, ranked #59.

Fulcrum Asset Management first reported a position in AWK in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.08M in Q3 2025. 1,137 funds tracked by Wall St. Rank hold AWK as of Q1 2026.

  • Fulcrum Asset Management held 21,265 shares of American Water Works worth $2.95M as of Q1 2026.
  • Fulcrum Asset Management bought 134 American Water Works shares in Q1 2026, an estimated $17.7K.
  • American Water Works made up 0.45% of Fulcrum Asset Management's portfolio in Q1 2026, its #59 holding.
  • Fulcrum Asset Management first reported a position in American Water Works in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's American Water Works position peaked at $6.08M in Q3 2025.
  • 1,137 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.