Modern 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
$424K Buy
3,223
+567
+21% +$72.9K 0.01% 762
2026
Q1
$363K Buy
2,656
+52
+2% +$6.87K 0.01% 659
2025
Q4
$340K Sell
2,604
-359
-12% -$48K 0.01% 644
2025
Q3
$412K Buy
2,963
+371
+14% +$52.4K 0.01% 550
2025
Q2
$361K Buy
+2,592
New +$371K 0.01% 561

Other funds holding AWK

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

Modern Wealth Management increased its American Water Works (AWK) stake by 21% in Q2 2026, buying an estimated $72.9K and bringing the position to 3,223 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #762.

Modern Wealth Management first reported a position in AWK in Q2 2025 and has held it in 5 quarters since. 1,125 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Modern Wealth Management held 3,223 shares of American Water Works worth $424K as of Q2 2026.
  • Modern Wealth Management bought 567 American Water Works shares in Q2 2026, an estimated $72.9K.
  • American Water Works made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #762 holding.
  • Modern Wealth Management first reported a position in American Water Works in Q2 2025 and has held it in 5 quarters since.
  • 1,125 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

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