Golden State Wealth 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
2026
Q2
$129K Buy
977
+1
+0.1% +$128 0.01% 504
2026
Q1
$133K Sell
976
-150
-13% -$19.8K 0.01% 451
2025
Q4
$147K Sell
1,126
-34
-3% -$4.54K 0.02% 440
2025
Q3
$161K Buy
1,160
+38
+3% +$5.37K 0.02% 416
2025
Q2
$156K Sell
1,122
-144
-11% -$20.6K 0.02% 403
2025
Q1
$187K Sell
1,266
-68
-5% -$8.96K 0.03% 346
2024
Q4
$166K Buy
+1,334
New +$180K 0.02% 351
2022
Q1
$597K Sell
3,607
-66
-2% -$10.5K 0.12% 157
2021
Q4
$694K Buy
3,673
+186
+5% +$32.5K 0.12% 166
2021
Q3
$589K Sell
3,487
-18
-0.5% -$3.15K 0.13% 145
2021
Q2
$540K Buy
+3,505
New +$546K 0.12% 155
2021
Q1
Sell
-1,775
Closed -$272K 205
2020
Q4
$272K Sell
1,775
-9
-0.5% -$1.39K 0.08% 190
2020
Q3
$258K Sell
1,784
-244
-12% -$34.6K 0.09% 163
2020
Q2
$261K Buy
2,028
+473
+30% +$58.9K 0.08% 153
2020
Q1
$186K Buy
+1,555
New +$201K 0.08% 165
2019
Q4
Sell
-1,326
Closed -$165K 119
2019
Q3
$165K Buy
1,326
+541
+69% +$65.2K 0.05% 227
2019
Q2
$91K Buy
785
+325
+71% +$35.9K 0.03% 345
2019
Q1
$48K Buy
+460
New +$45.1K 0.02% 452

Other funds holding AWK

Golden State Wealth Management's AWK Position: Q2 2026 in Review

Golden State Wealth Management increased its American Water Works (AWK) stake by 0.1% in Q2 2026, buying an estimated $128 and bringing the position to 977 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #504.

Golden State Wealth Management first reported a position in AWK in Q1 2019 and has held it in 18 quarters since. The position peaked at $694K in Q4 2021. 1,125 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Golden State Wealth Management held 977 shares of American Water Works worth $129K as of Q2 2026.
  • Golden State Wealth Management bought 1 American Water Works share in Q2 2026, an estimated $128.
  • American Water Works made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #504 holding.
  • Golden State Wealth Management first reported a position in American Water Works in Q1 2019 and has held it in 18 quarters since.
  • Golden State Wealth Management's American Water Works position peaked at $694K in Q4 2021.
  • 1,125 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.