HMV Wealth Advisors’s American Water Works AWK Stock Holding History

HMV Wealth Advisors’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
2026 Q3	$253K	Hold	1,951	–	–	0.1%	82
2026 Q2	$257K	Sell	1,951 -70	-3%	-$9K	0.1%	82
2026 Q1	$275K	Hold	2,021	–	–	0.13%	72
2025 Q4	$264K	Hold	2,021	–	–	0.13%	74
2025 Q3	$281K	Hold	2,021	–	–	0.15%	69
2025 Q2	$281K	Sell	2,021 -714	-26%	-$102K	0.18%	66
2025 Q1	$403K	Hold	2,735	–	–	0.32%	56
2024 Q4	$340K	Buy	+2,735	New	+$369K	0.34%	61

Other funds holding AWK

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

HMV Wealth Advisors's AWK Position: Q3 2026 in Review

HMV Wealth Advisors held its American Water Works (AWK) position steady in Q3 2026 at 1,951 shares worth $253K. The position accounts for 0.1% of the portfolio, ranked #82.

HMV Wealth Advisors first reported a position in AWK in Q4 2024 and has held it in 8 quarters since. The position peaked at $403K in Q1 2025. 365 funds tracked by Wall St. Rank hold AWK as of Q3 2026.

HMV Wealth Advisors held 1,951 shares of American Water Works worth $253K as of Q3 2026.
HMV Wealth Advisors left its American Water Works share count unchanged in Q3 2026.
American Water Works made up 0.1% of HMV Wealth Advisors's portfolio in Q3 2026, its #82 holding.
HMV Wealth Advisors first reported a position in American Water Works in Q4 2024 and has held it in 8 quarters since.
HMV Wealth Advisors's American Water Works position peaked at $403K in Q1 2025.
365 funds tracked by Wall St. Rank held American Water Works as of Q3 2026.

Based on HMV Wealth Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.