Meridian Wealth Management’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
$228K Buy
1,731
+63
+4% +$8.1K 0.01% 757
2026
Q1
$227K Sell
1,668
-18
-1% -$2.38K 0.01% 725
2025
Q4
$220K Buy
1,686
+42
+3% +$5.61K 0.01% 698
2025
Q3
$229K Buy
+1,644
New +$232K 0.01% 642
2022
Q4
Sell
-1,589
Closed -$207K 528
2022
Q3
$207K Buy
1,589
+16
+1% +$2.41K 0.02% 450
2022
Q2
$234K Buy
+1,573
New +$240K 0.02% 489
2020
Q2
Sell
-3,751
Closed -$448K 227
2020
Q1
$448K Buy
3,751
+260
+7% +$33.5K 0.2% 118
2019
Q4
$428K Sell
3,491
-222
-6% -$26.9K 0.21% 102
2019
Q3
$461K Buy
+3,713
New +$448K 0.22% 92

Other funds holding AWK

Meridian Wealth Management's AWK Position: Q2 2026 in Review

Meridian Wealth Management increased its American Water Works (AWK) stake by 3.8% in Q2 2026, buying an estimated $8.1K and bringing the position to 1,731 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #757.

Meridian Wealth Management first reported a position in AWK in Q3 2019 and has held it in 9 quarters since. The position peaked at $461K in Q3 2019. 1,132 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Meridian Wealth Management held 1,731 shares of American Water Works worth $228K as of Q2 2026.
  • Meridian Wealth Management bought 63 American Water Works shares in Q2 2026, an estimated $8.1K.
  • American Water Works made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #757 holding.
  • Meridian Wealth Management first reported a position in American Water Works in Q3 2019 and has held it in 9 quarters since.
  • Meridian Wealth Management's American Water Works position peaked at $461K in Q3 2019.
  • 1,132 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.