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Laurel Oak Wealth Management’s American Water Works AWK Stock Holding History

Laurel Oak 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
Q1 		– Sell
-1,933
Closed -$252K – 364
2025
Q4 		$252K Buy
+1,933
New +$258K 0.04% 300

Other funds holding AWK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $413B AUM 44.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Laurel Oak Wealth Management's AWK Position: Q1 2026 in Review

Laurel Oak Wealth Management sold out of American Water Works (AWK) in Q1 2026, closing a stake of 1,933 shares — an estimated $252K sold.

Laurel Oak Wealth Management first reported a position in AWK in Q4 2025 and held it in 1 quarter. The position peaked at $252K in Q4 2025. 1,140 funds tracked by Wall St. Rank hold AWK as of Q1 2026.

  • Laurel Oak Wealth Management reported no remaining American Water Works position as of Q1 2026 after selling out during the quarter.
  • Laurel Oak Wealth Management sold 1,933 American Water Works shares in Q1 2026, an estimated $252K.
  • Laurel Oak Wealth Management first reported a position in American Water Works in Q4 2025 and held it in 1 quarter.
  • Laurel Oak Wealth Management's American Water Works position peaked at $252K in Q4 2025.
  • 1,140 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.