MSH Capital Advisors’s American Water Works AWK Stock Holding History

MSH Capital 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	$2.75M	Buy	20,179 +101	+0.5%	+$13.3K	0.58%	47
2025 Q4	$2.62M	Buy	20,078 +1,657	+9%	+$221K	0.56%	48
2025 Q3	$2.56M	Hold	18,421	–	–	0.69%	42
2025 Q2	$2.56M	Buy	18,421 +148	+0.8%	+$21.2K	0.74%	40
2025 Q1	$2.7M	Buy	18,273 +470	+3%	+$61.9K	0.83%	33
2024 Q4	$2.22M	Buy	17,803 +6,472	+57%	+$874K	0.7%	45
2024 Q3	$1.66M	Hold	11,331	–	–	0.51%	63
2024 Q2	$1.46M	Buy	11,331 +244	+2%	+$30.9K	0.49%	64
2024 Q1	$1.35M	Buy	+11,087	New	+$1.36M	0.48%	67

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

MSH Capital Advisors's AWK Position: Q1 2026 in Review

MSH Capital Advisors increased its American Water Works (AWK) stake by 0.5% in Q1 2026, buying an estimated $13.3K and bringing the position to 20,179 shares worth $2.75M. The position accounts for 0.58% of the portfolio, ranked #47.

MSH Capital Advisors first reported a position in AWK in Q1 2024 and has held it in 9 quarters since. 1,136 funds tracked by Wall St. Rank hold AWK as of Q1 2026.

MSH Capital Advisors held 20,179 shares of American Water Works worth $2.75M as of Q1 2026.
MSH Capital Advisors bought 101 American Water Works shares in Q1 2026, an estimated $13.3K.
American Water Works made up 0.58% of MSH Capital Advisors's portfolio in Q1 2026, its #47 holding.
MSH Capital Advisors first reported a position in American Water Works in Q1 2024 and has held it in 9 quarters since.
1,136 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.