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McGlone Suttner Wealth Management’s American Water Works AWK Stock Holding History

McGlone Suttner 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
2025
Q4 		– Sell
-1,695
Closed -$236K – 192
2025
Q3 		$236K Buy
+1,695
New +$239K 0.03% 181

Other funds holding AWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McGlone Suttner Wealth Management's AWK Position: Q4 2025 in Review

McGlone Suttner Wealth Management sold out of American Water Works (AWK) in Q4 2025, closing a stake of 1,695 shares — an estimated $236K sold.

McGlone Suttner Wealth Management first reported a position in AWK in Q3 2025 and held it in 1 quarter. The position peaked at $236K in Q3 2025. 1,135 funds tracked by Wall St. Rank hold AWK as of Q4 2025.

  • McGlone Suttner Wealth Management reported no remaining American Water Works position as of Q4 2025 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 1,695 American Water Works shares in Q4 2025, an estimated $236K.
  • McGlone Suttner Wealth Management first reported a position in American Water Works in Q3 2025 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's American Water Works position peaked at $236K in Q3 2025.
  • 1,135 funds tracked by Wall St. Rank held American Water Works as of Q4 2025.

Based on McGlone Suttner Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.