Opal Wealth 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
Q2
$262K Buy
1,992
+382
+24% +$49.1K 0.06% 177
2026
Q1
$219K Sell
1,610
-262
-14% -$34.6K 0.05% 193
2025
Q4
$244K Buy
+1,872
New +$250K 0.06% 177
2025
Q3
Sell
-721
Closed -$100K 226
2025
Q2
$100K Buy
+721
New +$103K 0.03% 271

Other funds holding AWK

Opal Wealth Advisors's AWK Position: Q2 2026 in Review

Opal Wealth Advisors increased its American Water Works (AWK) stake by 24% in Q2 2026, buying an estimated $49.1K and bringing the position to 1,992 shares worth $262K. The position accounts for 0.06% of the portfolio, ranked #177.

Opal Wealth Advisors first reported a position in AWK in Q2 2025 and has held it in 4 quarters since. 1,132 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Opal Wealth Advisors held 1,992 shares of American Water Works worth $262K as of Q2 2026.
  • Opal Wealth Advisors bought 382 American Water Works shares in Q2 2026, an estimated $49.1K.
  • American Water Works made up 0.06% of Opal Wealth Advisors's portfolio in Q2 2026, its #177 holding.
  • Opal Wealth Advisors first reported a position in American Water Works in Q2 2025 and has held it in 4 quarters since.
  • 1,132 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.