IFP Advisors’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 | $113K | Sell |
855
-10,938
| -93% | -$1.41M | ﹤0.01% | 1899 |
|
|
2026
Q1 | $1.6M | Buy |
11,793
+76
| +0.6% | +$10K | 0.03% | 527 |
|
|
2025
Q4 | $1.53M | Buy |
11,717
+10,249
| +698% | +$1.37M | 0.03% | 496 |
|
|
2025
Q3 | $204K | Sell |
1,468
-174
| -11% | -$24.6K | 0.01% | 1278 |
|
|
2025
Q2 | $228K | Buy |
1,642
+445
| +37% | +$63.8K | 0.01% | 1207 |
|
|
2025
Q1 | $182K | Sell |
1,197
-72
| -6% | -$9.49K | 0.01% | 1218 |
|
|
2024
Q4 | $162K | Sell |
1,269
-5
| -0.4% | -$675 | 0.01% | 1233 |
|
|
2024
Q3 | $186K | Buy |
1,274
+12
| +1% | +$1.7K | 0.01% | 1127 |
|
|
2024
Q2 | $163K | Sell |
1,262
-956
| -43% | -$121K | 0.01% | 1137 |
|
|
2024
Q1 | $271K | Sell |
2,218
-460
| -17% | -$56.6K | 0.01% | 853 |
|
|
2023
Q4 | $353K | Sell |
2,678
-868
| -24% | -$109K | 0.02% | 705 |
|
|
2023
Q3 | $439K | Buy |
3,546
+18
| +0.5% | +$2.52K | 0.02% | 644 |
|
|
2023
Q2 | $504K | Sell |
3,528
-4,606
| -57% | -$677K | 0.02% | 652 |
|
|
2023
Q1 | $668K | Buy |
8,134
+823
| +11% | +$122K | 0.03% | 500 |
|
|
2022
Q4 | $630K | Sell |
7,311
-269
| -4% | -$38.8K | 0.02% | 789 |
|
|
2022
Q3 | $654K | Buy |
7,580
+513
| +7% | +$77.2K | 0.02% | 800 |
|
|
2022
Q2 | $608K | Hold |
7,067
| – | – | 0.02% | 760 |
|
|
2022
Q1 | $608K | Buy |
7,067
+2,659
| +60% | +$421K | 0.02% | 760 |
|
|
2021
Q4 | $831K | Sell |
4,408
-170
| -4% | -$29.7K | 0.02% | 452 |
|
|
2021
Q3 | $777K | Buy |
4,578
+186
| +4% | +$32.5K | 0.02% | 460 |
|
|
2021
Q2 | $679K | Buy |
4,392
+395
| +10% | +$61.5K | 0.01% | 467 |
|
|
2021
Q1 | $596K | Sell |
3,997
-245
| -6% | -$37.1K | 0.01% | 468 |
|
|
2020
Q4 | $657K | Buy |
4,242
+112
| +3% | +$17.2K | 0.03% | 431 |
|
|
2020
Q3 | $600K | Buy |
4,130
+69
| +2% | +$9.78K | 0.04% | 393 |
|
|
2020
Q2 | $511K | Buy |
4,061
+329
| +9% | +$41K | 0.04% | 411 |
|
|
2020
Q1 | $444K | Sell |
3,732
-1,382
| -27% | -$178K | 0.04% | 380 |
|
|
2019
Q4 | $632K | Buy |
5,114
+523
| +11% | +$63.4K | 0.05% | 379 |
|
|
2019
Q3 | $569K | Buy |
+4,591
| New | +$554K | 0.04% | 454 |
|
|
2019
Q1 | $187K | Sell |
1,774
-2,271
| -56% | -$223K | 0.03% | 490 |
|
|
2018
Q4 | $364K | Sell |
4,045
-1,090
| -21% | -$99.5K | 0.02% | 646 |
|
|
2018
Q3 | $452K | Sell |
5,135
-724
| -12% | -$63.7K | 0.02% | 708 |
|
|
2018
Q2 | $500K | Buy |
5,859
+291
| +5% | +$24.1K | 0.02% | 659 |
|
|
2018
Q1 | $509K | Hold |
5,568
| – | – | 0.02% | 619 |
|
|
2017
Q4 | $509K | Sell |
5,568
-1,342
| -19% | -$119K | 0.02% | 619 |
|
|
2017
Q3 | $559K | Sell |
6,910
-211
| -3% | -$17.1K | 0.02% | 646 |
|
|
2017
Q2 | $555K | Buy |
7,121
+278
| +4% | +$21.9K | 0.02% | 643 |
|
|
2017
Q1 | $532K | Sell |
6,843
-20
| -0.3% | -$1.49K | 0.02% | 644 |
|
|
2016
Q4 | $497K | Sell |
6,863
-997
| -13% | -$72.2K | 0.02% | 618 |
|
|
2016
Q3 | $588K | Buy |
7,860
+75
| +1% | +$5.87K | 0.03% | 503 |
|
|
2016
Q2 | $658K | Buy |
7,785
+6,011
| +339% | +$447K | 0.04% | 459 |
|
|
2016
Q1 | $187K | Sell |
1,774
-3,167
| -64% | -$206K | 0.03% | 490 |
|
|
2015
Q4 | $295K | Buy |
+4,941
| New | +$285K | 0.02% | 676 |
|
Other funds holding AWK
IFP Advisors's AWK Position: Q2 2026 in Review
IFP Advisors reduced its American Water Works (AWK) stake by 93% in Q2 2026, selling an estimated $1.41M and leaving 855 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1899.
IFP Advisors first reported a position in AWK in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.6M in Q1 2026. 1,125 funds tracked by Wall St. Rank hold AWK as of Q2 2026.
- IFP Advisors held 855 shares of American Water Works worth $113K as of Q2 2026.
- IFP Advisors sold 10,938 American Water Works shares in Q2 2026, an estimated $1.41M.
- American Water Works made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1899 holding.
- IFP Advisors first reported a position in American Water Works in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's American Water Works position peaked at $1.6M in Q1 2026.
- 1,125 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.