JFS Wealth 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
$10.8K Buy
82
+26
+46% +$3.34K ﹤0.01% 980
2026
Q1
$7.62K Sell
56
-44
-44% -$5.82K ﹤0.01% 1047
2025
Q4
$13.1K Buy
100
+39
+64% +$5.21K ﹤0.01% 882
2025
Q3
$8.49K Sell
61
-4
-6% -$565 ﹤0.01% 948
2025
Q2
$9.04K Buy
65
+11
+20% +$1.58K ﹤0.01% 898
2025
Q1
$7.97K Buy
54
+4
+8% +$527 ﹤0.01% 955
2024
Q4
$6.22K Buy
50
+3
+6% +$405 ﹤0.01% 1038
2024
Q3
$6.87K Buy
47
+7
+18% +$992 ﹤0.01% 995
2024
Q2
$5.17K Sell
40
-1
-2% -$126 ﹤0.01% 1054
2024
Q1
$5.01K Sell
41
-9
-18% -$1.11K ﹤0.01% 1098
2023
Q4
$6.6K Buy
50
+30
+150% +$3.78K ﹤0.01% 945
2023
Q3
$2.48K Sell
20
-25
-56% -$3.5K ﹤0.01% 1281
2023
Q2
$6.42K Hold
45
﹤0.01% 899
2023
Q1
$6.59K Sell
45
-9
-17% -$1.33K ﹤0.01% 885
2022
Q4
$8.23K Sell
54
-1
-2% -$144 ﹤0.01% 780
2022
Q3
$7K Sell
55
-14
-20% -$2.11K ﹤0.01% 841
2022
Q2
$10K Buy
69
+30
+77% +$4.57K ﹤0.01% 752
2022
Q1
$6K Buy
39
+23
+144% +$3.64K ﹤0.01% 949
2021
Q4
$3K Buy
+16
New +$2.79K ﹤0.01% 910
2015
Q3
Sell
-82
Closed -$4K 481
2015
Q2
$4K Hold
82
﹤0.01% 417
2015
Q1
$4K Sell
82
-54
-40% -$2.94K ﹤0.01% 425
2014
Q4
$7K Buy
136
+54
+66% +$2.8K ﹤0.01% 402
2014
Q3
$4K Hold
82
﹤0.01% 391
2014
Q2
$4K Buy
+82
New +$3.85K ﹤0.01% 387

Other funds holding AWK

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

JFS Wealth Advisors increased its American Water Works (AWK) stake by 46% in Q2 2026, buying an estimated $3.34K and bringing the position to 82 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

JFS Wealth Advisors first reported a position in AWK in Q2 2014 and has held it in 24 quarters since. The position peaked at $13.1K in Q4 2025. 1,123 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • JFS Wealth Advisors held 82 shares of American Water Works worth $10.8K as of Q2 2026.
  • JFS Wealth Advisors bought 26 American Water Works shares in Q2 2026, an estimated $3.34K.
  • American Water Works made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #980 holding.
  • JFS Wealth Advisors first reported a position in American Water Works in Q2 2014 and has held it in 24 quarters since.
  • JFS Wealth Advisors's American Water Works position peaked at $13.1K in Q4 2025.
  • 1,123 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.