Morton Brown Family Wealth’s American Water Works AWK Stock Holding History

Morton Brown Family Wealth’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 Q2	$92.1K	Hold	700	–	–	0.02%	99
2026 Q1	$95.3K	Hold	700	–	–	0.03%	89
2025 Q4	$91.3K	Hold	700	–	–	0.02%	87
2025 Q3	$97.4K	Hold	700	–	–	0.03%	86
2025 Q2	$97.4K	Hold	700	–	–	0.03%	84
2025 Q1	$103K	Hold	700	–	–	0.04%	79
2024 Q4	$87.1K	Hold	700	–	–	0.03%	88
2024 Q3	$102K	Hold	700	–	–	0.04%	75
2024 Q2	$98.9K	Hold	700	–	–	0.04%	73
2024 Q1	$85.5K	Hold	700	–	–	0.04%	72
2023 Q4	$92.4K	Hold	700	–	–	0.04%	74
2023 Q3	$86.7K	Hold	700	–	–	0.04%	63
2023 Q2	$99.9K	Hold	700	–	–	0.05%	61
2023 Q1	$103K	Hold	700	–	–	0.06%	62
2022 Q4	$107K	Hold	700	–	–	0.07%	60
2022 Q3	$91K	Hold	700	–	–	0.07%	57
2022 Q2	$104K	Hold	700	–	–	0.08%	52
2022 Q1	$116K	Hold	700	–	–	0.09%	53
2021 Q4	$132K	Buy	+700	New	+$122K	0.1%	50

Other funds holding AWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Morton Brown Family Wealth's AWK Position: Q2 2026 in Review

Morton Brown Family Wealth held its American Water Works (AWK) position steady in Q2 2026 at 700 shares worth $92.1K. The position accounts for 0.02% of the portfolio, ranked #99.

Morton Brown Family Wealth first reported a position in AWK in Q4 2021 and has held it in 19 quarters since. The position peaked at $132K in Q4 2021. 1,124 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

Morton Brown Family Wealth held 700 shares of American Water Works worth $92.1K as of Q2 2026.
Morton Brown Family Wealth left its American Water Works share count unchanged in Q2 2026.
American Water Works made up 0.02% of Morton Brown Family Wealth's portfolio in Q2 2026, its #99 holding.
Morton Brown Family Wealth first reported a position in American Water Works in Q4 2021 and has held it in 19 quarters since.
Morton Brown Family Wealth's American Water Works position peaked at $132K in Q4 2021.
1,124 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.