Meridian Wealth Management’s American Water Works AWK Stock Holding History

Meridian 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	$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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Meridian Wealth Management's AWK Position: Q1 2026 in Review

Meridian Wealth Management reduced its American Water Works (AWK) stake by 1.1% in Q1 2026, selling an estimated $2.38K and leaving 1,668 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #725.

Meridian Wealth Management first reported a position in AWK in Q3 2019 and has held it in 8 quarters since. The position peaked at $461K in Q3 2019. 1,136 funds tracked by Wall St. Rank hold AWK as of Q1 2026.

Meridian Wealth Management held 1,668 shares of American Water Works worth $227K as of Q1 2026.
Meridian Wealth Management sold 18 American Water Works shares in Q1 2026, an estimated $2.38K.
American Water Works made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #725 holding.
Meridian Wealth Management first reported a position in American Water Works in Q3 2019 and has held it in 8 quarters since.
Meridian Wealth Management's American Water Works position peaked at $461K in Q3 2019.
1,136 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.