Mount Yale Investment Advisors’s American Water Works AWK Stock Holding History

Mount Yale Investment Advisors’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	$1.44M	Buy	10,612 +7,798	+277%	+$1.03M	0.03%	445
2025 Q4	$367K	Buy	2,814 +727	+35%	+$97.1K	0.02%	535
2025 Q3	$290K	Buy	2,087 +1,882	+918%	+$266K	0.02%	530
2025 Q2	$28.5K	Buy	+205	New	+$29.4K	﹤0.01%	967
2018 Q4	–	Sell	-561	Closed	-$51K	–	355
2018 Q3	$51K	Sell	561 -10	-2%	-$880	0.01%	596
2018 Q2	$49K	Sell	571 -10	-2%	-$827	0.01%	628
2018 Q1	$48K	Buy	+581	New	+$47.4K	0.01%	620

Other funds holding AWK

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's AWK Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its American Water Works (AWK) stake by 277% in Q1 2026, buying an estimated $1.03M and bringing the position to 10,612 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #445.

Mount Yale Investment Advisors first reported a position in AWK in Q1 2018 and has held it in 7 quarters since. 1,139 funds tracked by Wall St. Rank hold AWK as of Q1 2026.

Mount Yale Investment Advisors held 10,612 shares of American Water Works worth $1.44M as of Q1 2026.
Mount Yale Investment Advisors bought 7,798 American Water Works shares in Q1 2026, an estimated $1.03M.
American Water Works made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #445 holding.
Mount Yale Investment Advisors first reported a position in American Water Works in Q1 2018 and has held it in 7 quarters since.
1,139 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.