Medallion 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
$198K Buy
1,501
+1
+0.1% +$128 0.06% 243
2026
Q1
$204K Hold
1,500
0.07% 249
2025
Q4
$196K Hold
1,500
0.07% 245
2025
Q3
$209K Hold
1,500
0.07% 227
2025
Q2
$214K Buy
+1,500
New +$215K 0.08% 220

Other funds holding AWK

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

Medallion Wealth Advisors increased its American Water Works (AWK) stake by 0.07% in Q2 2026, buying an estimated $128 and bringing the position to 1,501 shares worth $198K. The position accounts for 0.06% of the portfolio, ranked #243.

Medallion Wealth Advisors first reported a position in AWK in Q2 2025 and has held it in 5 quarters since. The position peaked at $214K in Q2 2025. 1,133 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Medallion Wealth Advisors held 1,501 shares of American Water Works worth $198K as of Q2 2026.
  • Medallion Wealth Advisors bought 1 American Water Works share in Q2 2026, an estimated $128.
  • American Water Works made up 0.06% of Medallion Wealth Advisors's portfolio in Q2 2026, its #243 holding.
  • Medallion Wealth Advisors first reported a position in American Water Works in Q2 2025 and has held it in 5 quarters since.
  • Medallion Wealth Advisors's American Water Works position peaked at $214K in Q2 2025.
  • 1,133 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.