Heritage Wealth Advisors’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
Other funds holding AWK
Heritage Wealth Advisors's AWK Position: Q2 2026 in Review
Heritage Wealth Advisors held its American Water Works (AWK) position steady in Q2 2026 at 114 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #485.
Heritage Wealth Advisors first reported a position in AWK in Q3 2024 and has held it in 4 quarters since. The position peaked at $15.5K in Q1 2026. 1,123 funds tracked by Wall St. Rank hold AWK as of Q2 2026.
- Heritage Wealth Advisors held 114 shares of American Water Works worth $15K as of Q2 2026.
- Heritage Wealth Advisors left its American Water Works share count unchanged in Q2 2026.
- American Water Works made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #485 holding.
- Heritage Wealth Advisors first reported a position in American Water Works in Q3 2024 and has held it in 4 quarters since.
- Heritage Wealth Advisors's American Water Works position peaked at $15.5K in Q1 2026.
- 1,123 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.
Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.