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 Q2	$1.47M	Buy	11,164 +552	+5%	+$70.9K	0.03%	490
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

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 $3.38T AUM 44.17% 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 $416B AUM 44.19% 1-Year Est. Return

Mount Yale Investment Advisors's AWK Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its American Water Works (AWK) stake by 5.2% in Q2 2026, buying an estimated $70.9K and bringing the position to 11,164 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #490.

Mount Yale Investment Advisors first reported a position in AWK in Q1 2018 and has held it in 8 quarters since. 1,133 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

Mount Yale Investment Advisors held 11,164 shares of American Water Works worth $1.47M as of Q2 2026.
Mount Yale Investment Advisors bought 552 American Water Works shares in Q2 2026, an estimated $70.9K.
American Water Works made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #490 holding.
Mount Yale Investment Advisors first reported a position in American Water Works in Q1 2018 and has held it in 8 quarters since.
1,133 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.