Navigoe Wealth Management’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
Q2
$10K Buy
79
+4
+5% +$514 0.01% 139
2026
Q1
$10K Hold
75
0.01% 117
2025
Q4
$9K Hold
75
0.01% 155
2025
Q3
$10K Hold
75
0.01% 147
2025
Q2
$10K Hold
75
0.01% 111
2025
Q1
$11K Hold
75
0.01% 108
2024
Q4
$9K Buy
+75
New +$10.1K 0.01% 113

Other funds holding AWK

Navigoe Wealth Management's AWK Position: Q2 2026 in Review

Navigoe Wealth Management increased its American Water Works (AWK) stake by 5.3% in Q2 2026, buying an estimated $514 and bringing the position to 79 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #139.

Navigoe Wealth Management first reported a position in AWK in Q4 2024 and has held it in 7 quarters since. The position peaked at $11K in Q1 2025. 1,123 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Navigoe Wealth Management held 79 shares of American Water Works worth $10K as of Q2 2026.
  • Navigoe Wealth Management bought 4 American Water Works shares in Q2 2026, an estimated $514.
  • American Water Works made up 0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Navigoe Wealth Management first reported a position in American Water Works in Q4 2024 and has held it in 7 quarters since.
  • Navigoe Wealth Management's American Water Works position peaked at $11K in Q1 2025.
  • 1,123 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.