Institute for Wealth Management’s American Water Works AWK Stock Holding History

Institute for Wealth Management’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	$79.1K	Buy	+601	New	+$77.2K	0.01%	754

Other funds holding AWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

CIM

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Institute for Wealth Management's AWK Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in American Water Works (AWK) in Q2 2026: 601 shares worth $79.1K. The stake represents 0.01% of the portfolio and ranks #754 among its holdings.

625 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

Institute for Wealth Management held 601 shares of American Water Works worth $79.1K as of Q2 2026.
American Water Works was a new Institute for Wealth Management position in Q2 2026.
American Water Works made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #754 holding.
625 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.