Kingswood 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
$277K Buy
+2,106
New +$271K 0.01% 812
2026
Q1
Sell
-1,624
Closed -$212K 930
2025
Q4
$212K Buy
+1,624
New +$217K 0.01% 809
2025
Q3
Sell
-1,962
Closed -$273K 795
2025
Q2
$273K Sell
1,962
-200
-9% -$28.7K 0.02% 599
2025
Q1
$319K Hold
2,162
0.03% 526
2024
Q4
$269K Sell
2,162
-1,498
-41% -$202K 0.02% 643
2024
Q3
$535K Sell
3,660
-28
-0.8% -$3.97K 0.04% 440
2024
Q2
$476K Buy
+3,688
New +$466K 0.04% 405
2024
Q1
Sell
-2,470
Closed -$326K 622
2023
Q4
$326K Buy
+2,470
New +$311K 0.04% 448
2023
Q3
Sell
-2,450
Closed -$350K 423
2023
Q2
$350K Buy
+2,450
New +$360K 0.11% 177

Other funds holding AWK

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

Kingswood Wealth Advisors opened a new position in American Water Works (AWK) in Q2 2026: 2,106 shares worth $277K. The stake represents 0.01% of the portfolio and ranks #812 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in AWK as recently as Q4 2025.

Kingswood Wealth Advisors first reported a position in AWK in Q2 2023 and has held it in 9 quarters since. The position peaked at $535K in Q3 2024. 1,123 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Kingswood Wealth Advisors held 2,106 shares of American Water Works worth $277K as of Q2 2026.
  • American Water Works was a new Kingswood Wealth Advisors position in Q2 2026.
  • American Water Works made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #812 holding.
  • Kingswood Wealth Advisors first reported a position in American Water Works in Q2 2023 and has held it in 9 quarters since.
  • Kingswood Wealth Advisors's American Water Works position peaked at $535K in Q3 2024.
  • 1,123 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.