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 Q2	$257K	Sell	1,951 -70	-3%	-$8.99K	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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

HMV Wealth Advisors's AWK Position: Q2 2026 in Review

HMV Wealth Advisors reduced its American Water Works (AWK) stake by 3.5% in Q2 2026, selling an estimated $8.99K and leaving 1,951 shares worth $257K. 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 7 quarters since. The position peaked at $403K in Q1 2025. 289 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

HMV Wealth Advisors held 1,951 shares of American Water Works worth $257K as of Q2 2026.
HMV Wealth Advisors sold 70 American Water Works shares in Q2 2026, an estimated $8.99K.
American Water Works made up 0.1% of HMV Wealth Advisors's portfolio in Q2 2026, its #82 holding.
HMV Wealth Advisors first reported a position in American Water Works in Q4 2024 and has held it in 7 quarters since.
HMV Wealth Advisors's American Water Works position peaked at $403K in Q1 2025.
289 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on HMV Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.