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
Q3
– Sell
-1,992
Closed -$262K – 227
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: Q3 2026 in Review

Opal Wealth Advisors sold out of American Water Works (AWK) in Q3 2026, closing a stake of 1,992 shares — an estimated $262K sold.

Opal Wealth Advisors first reported a position in AWK in Q2 2025 and held it in 4 quarters. The position peaked at $262K in Q2 2026. 241 funds tracked by Wall St. Rank hold AWK as of Q3 2026.

  • Opal Wealth Advisors reported no remaining American Water Works position as of Q3 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,992 American Water Works shares in Q3 2026, an estimated $262K.
  • Opal Wealth Advisors first reported a position in American Water Works in Q2 2025 and held it in 4 quarters.
  • Opal Wealth Advisors's American Water Works position peaked at $262K in Q2 2026.
  • 241 funds tracked by Wall St. Rank held American Water Works as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.