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
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: Q1 2026 in Review

Opal Wealth Advisors reduced its American Water Works (AWK) stake by 14% in Q1 2026, selling an estimated $34.6K and leaving 1,610 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #193.

Opal Wealth Advisors first reported a position in AWK in Q2 2025 and has held it in 3 quarters since. The position peaked at $244K in Q4 2025. 1,136 funds tracked by Wall St. Rank hold AWK as of Q1 2026.

  • Opal Wealth Advisors held 1,610 shares of American Water Works worth $219K as of Q1 2026.
  • Opal Wealth Advisors sold 262 American Water Works shares in Q1 2026, an estimated $34.6K.
  • American Water Works made up 0.05% of Opal Wealth Advisors's portfolio in Q1 2026, its #193 holding.
  • Opal Wealth Advisors first reported a position in American Water Works in Q2 2025 and has held it in 3 quarters since.
  • Opal Wealth Advisors's American Water Works position peaked at $244K in Q4 2025.
  • 1,136 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.