Lido 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
Q3
$1.33M Buy
10,289
+3,423
+50% +$463K ﹤0.01% 949
2026
Q2
$904K Buy
6,866
+247
+4% +$31.7K ﹤0.01% 1139
2026
Q1
$901K Sell
6,619
-1,546
-19% -$204K ﹤0.01% 1013
2025
Q4
$1.13M Sell
8,165
-153
-2% -$20.4K ﹤0.01% 958
2025
Q3
$1.16M Buy
8,318
+931
+13% +$132K ﹤0.01% 895
2025
Q2
$1.03M Sell
7,387
-7
-0.1% -$1K ﹤0.01% 837
2025
Q1
$1.09M Sell
7,394
-65
-0.9% -$8.56K ﹤0.01% 743
2024
Q4
$929K Buy
7,459
+597
+9% +$80.6K ﹤0.01% 789
2024
Q3
$1M Buy
6,862
+46
+0.7% +$6.52K 0.01% 707
2024
Q2
$880K Sell
6,816
-241
-3% -$30.5K ﹤0.01% 711
2024
Q1
$862K Buy
7,057
+131
+2% +$16.1K 0.01% 717
2023
Q4
$914K Buy
6,926
+634
+10% +$79.9K 0.01% 644
2023
Q3
$779K Sell
6,292
-379
-6% -$53.1K 0.01% 609
2023
Q2
$952K Buy
6,671
+2,909
+77% +$427K 0.01% 556
2023
Q1
$551K Buy
3,762
+1,765
+88% +$261K 0.01% 636
2022
Q4
$305K Sell
1,997
-20
-1% -$2.89K ﹤0.01% 786
2022
Q3
$262K Sell
2,017
-235
-10% -$35.4K ﹤0.01% 806
2022
Q2
$335K Buy
2,252
+573
+34% +$87.3K ﹤0.01% 687
2022
Q1
$277K Sell
1,679
-418
-20% -$66.2K ﹤0.01% 840
2021
Q4
$396K Sell
2,097
-3
-0.1% -$524 ﹤0.01% 698
2021
Q3
$354K Buy
2,100
+770
+58% +$135K ﹤0.01% 702
2021
Q2
$205K Buy
+1,330
New +$207K ﹤0.01% 862
2020
Q4
– Sell
-1,386
Closed -$201K – 810
2020
Q3
$201K Sell
1,386
-223
-14% -$31.6K 0.01% 590
2020
Q2
$207K Sell
1,609
-432
-21% -$53.8K 0.01% 544
2020
Q1
$244K Sell
2,041
-276
-12% -$35.6K 0.01% 463
2019
Q4
$285K Buy
2,317
+259
+13% +$31.4K 0.01% 517
2019
Q3
$256K Buy
2,058
+52
+3% +$6.27K 0.01% 485
2019
Q2
$232K Buy
+2,006
New +$221K 0.01% 477

Other funds holding AWK

Lido Advisors's AWK Position: Q3 2026 in Review

Lido Advisors increased its American Water Works (AWK) stake by 50% in Q3 2026, buying an estimated $463K and bringing the position to 10,289 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Lido Advisors first reported a position in AWK in Q2 2019 and has held it in 28 quarters since. 659 funds tracked by Wall St. Rank hold AWK as of Q3 2026.

  • Lido Advisors held 10,289 shares of American Water Works worth $1.33M as of Q3 2026.
  • Lido Advisors bought 3,423 American Water Works shares in Q3 2026, an estimated $463K.
  • American Water Works made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #949 holding.
  • Lido Advisors first reported a position in American Water Works in Q2 2019 and has held it in 28 quarters since.
  • 659 funds tracked by Wall St. Rank held American Water Works as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.