Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s American Water Works AWK Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-4,928
Closed -$686K – 523
2025
Q3 		$686K Sell
4,928
-313
-6% -$44.2K ﹤0.01% 937
2025
Q2 		$729K Buy
5,241
+1,195
+30% +$171K ﹤0.01% 867
2025
Q1 		$597K Sell
4,046
-124
-3% -$16.3K ﹤0.01% 864
2024
Q4 		$519K Sell
4,170
-414
-9% -$55.9K ﹤0.01% 880
2024
Q3 		$428K Buy
4,584
+1,982
+76% +$281K ﹤0.01% 781
2024
Q2 		$336K Sell
2,602
-407
-14% -$51.5K ﹤0.01% 717
2024
Q1 		$368K Buy
3,009
+1,359
+82% +$167K ﹤0.01% 556
2023
Q4 		$218K Buy
+1,650
New +$208K ﹤0.01% 395
2023
Q2 		– Sell
-1,450
Closed -$212K – 412
2023
Q1 		$212K Hold
1,450
– – ﹤0.01% 401
2022
Q4 		$221K Buy
+1,450
New +$209K ﹤0.01% 380
2022
Q3 		– Sell
-1,450
Closed -$216K – 391
2022
Q2 		$216K Hold
1,450
– – ﹤0.01% 390
2022
Q1 		$240K Sell
1,450
-388
-21% -$61.5K ﹤0.01% 394
2021
Q4 		$282K Buy
1,838
+51
+3% +$8.91K 0.01% 377
2021
Q3 		$302K Sell
1,787
-51
-3% -$8.91K 0.01% 388
2021
Q2 		$283K Hold
1,838
– – 0.01% 386
2021
Q1 		$276K Buy
1,838
+1
+0.1% +$152 0.01% 373
2020
Q4 		$282K Sell
1,837
-1
-0.1% -$154 0.01% 377
2020
Q3 		$266K Hold
1,838
– – 0.01% 368
2020
Q2 		$236K Buy
+1,838
New +$229K 0.01% 357

Other funds holding AWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kovitz Investment Group Partners's AWK Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of American Water Works (AWK) in Q4 2025, closing a stake of 4,928 shares — an estimated $686K sold.

Kovitz Investment Group Partners first reported a position in AWK in Q2 2020 and held it in 19 quarters. The position peaked at $729K in Q2 2025. 1,136 funds tracked by Wall St. Rank hold AWK as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining American Water Works position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 4,928 American Water Works shares in Q4 2025, an estimated $686K.
  • Kovitz Investment Group Partners first reported a position in American Water Works in Q2 2020 and held it in 19 quarters.
  • Kovitz Investment Group Partners's American Water Works position peaked at $729K in Q2 2025.
  • 1,136 funds tracked by Wall St. Rank held American Water Works as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.