Mutual Advisors’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
Q1 | $332K | Buy |
2,437
+69
| +3% | +$9.12K | 0.01% | 1080 |
|
|
2025
Q4 | $309K | Sell |
2,368
-284
| -11% | -$37.9K | 0.01% | 1069 |
|
|
2025
Q3 | $378K | Buy |
2,652
+233
| +10% | +$32.9K | 0.01% | 978 |
|
|
2025
Q2 | $339K | Buy |
2,419
+272
| +13% | +$39K | 0.01% | 943 |
|
|
2025
Q1 | $309K | Buy |
2,147
+15
| +0.7% | +$1.98K | 0.01% | 895 |
|
|
2024
Q4 | $269K | Buy |
2,132
+17
| +0.8% | +$2.29K | 0.01% | 920 |
|
|
2024
Q3 | $296K | Buy |
2,115
+6
| +0.3% | +$851 | 0.01% | 902 |
|
|
2024
Q2 | $298K | Sell |
2,109
-872
| -29% | -$110K | 0.01% | 886 |
|
|
2024
Q1 | $364K | Sell |
2,981
-437
| -13% | -$53.8K | 0.01% | 802 |
|
|
2023
Q4 | $451K | Sell |
3,418
-538
| -14% | -$67.8K | 0.02% | 687 |
|
|
2023
Q3 | $490K | Sell |
3,956
-225
| -5% | -$31.5K | 0.02% | 628 |
|
|
2023
Q2 | $597K | Sell |
4,181
-25
| -0.6% | -$3.67K | 0.02% | 584 |
|
|
2023
Q1 | $616K | Sell |
4,206
-572
| -12% | -$84.7K | 0.03% | 564 |
|
|
2022
Q4 | $728K | Buy |
4,778
+51
| +1% | +$7.36K | 0.03% | 498 |
|
|
2022
Q3 | $615K | Buy |
4,727
+503
| +12% | +$75.7K | 0.03% | 504 |
|
|
2022
Q2 | $628K | Sell |
4,224
-1
| -0% | -$152 | 0.04% | 468 |
|
|
2022
Q1 | $699K | Sell |
4,225
-112
| -3% | -$17.7K | 0.04% | 477 |
|
|
2021
Q4 | $819K | Buy |
4,337
+145
| +3% | +$25.3K | 0.04% | 447 |
|
|
2021
Q3 | $709K | Buy |
4,192
+105
| +3% | +$18.4K | 0.04% | 440 |
|
|
2021
Q2 | $630K | Buy |
4,087
+174
| +4% | +$27.1K | 0.04% | 463 |
|
|
2021
Q1 | $587K | Buy |
3,913
+6
| +0.2% | +$909 | 0.04% | 447 |
|
|
2020
Q4 | $600K | Buy |
3,907
+354
| +10% | +$54.5K | 0.04% | 424 |
|
|
2020
Q3 | $515K | Buy |
3,553
+412
| +13% | +$58.4K | 0.04% | 417 |
|
|
2020
Q2 | $404K | Buy |
3,141
+3
| +0.1% | +$374 | 0.04% | 437 |
|
|
2020
Q1 | $375K | Buy |
3,138
+104
| +3% | +$13.4K | 0.05% | 348 |
|
|
2019
Q4 | $373K | Buy |
3,034
+133
| +5% | +$16.1K | 0.04% | 416 |
|
|
2019
Q3 | $360K | Sell |
2,901
-14
| -0.5% | -$1.69K | 0.05% | 380 |
|
|
2019
Q2 | $338K | Sell |
2,915
-45
| -2% | -$4.97K | 0.04% | 425 |
|
|
2019
Q1 | $309K | Buy |
2,960
+148
| +5% | +$14.5K | 0.05% | 361 |
|
|
2018
Q4 | $255K | Sell |
2,812
-101
| -3% | -$9.22K | 0.05% | 358 |
|
|
2018
Q3 | $256K | Buy |
2,913
+237
| +9% | +$20.8K | 0.04% | 402 |
|
|
2018
Q2 | $228K | Sell |
2,676
-14
| -0.5% | -$1.16K | 0.05% | 375 |
|
|
2018
Q1 | $221K | Sell |
2,690
-142
| -5% | -$11.6K | 0.06% | 360 |
|
|
2017
Q4 | $259K | Buy |
+2,832
| New | +$250K | 0.1% | 235 |
|
Other funds holding AWK
VCM
VPM
Mutual Advisors's AWK Position: Q1 2026 in Review
Mutual Advisors increased its American Water Works (AWK) stake by 2.9% in Q1 2026, buying an estimated $9.12K and bringing the position to 2,437 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #1080.
Mutual Advisors first reported a position in AWK in Q4 2017 and has held it in 34 quarters since. The position peaked at $819K in Q4 2021. 1,136 funds tracked by Wall St. Rank hold AWK as of Q1 2026.
- Mutual Advisors held 2,437 shares of American Water Works worth $332K as of Q1 2026.
- Mutual Advisors bought 69 American Water Works shares in Q1 2026, an estimated $9.12K.
- American Water Works made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1080 holding.
- Mutual Advisors first reported a position in American Water Works in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's American Water Works position peaked at $819K in Q4 2021.
- 1,136 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.