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Personal CFO Solutions’s American Water Works AWK Stock Holding History

Personal CFO Solutions’s Portfolio AWK Stock Details AWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$242K Sell
1,837
-62
-3% -$7.97K 0.03% 467
2026
Q1 		$258K Buy
1,899
+7
+0.4% +$925 0.04% 430
2025
Q4 		$247K Buy
1,892
+113
+6% +$15.1K 0.04% 435
2025
Q3 		$248K Sell
1,779
-19
-1% -$2.69K 0.04% 420
2025
Q2 		$250K Sell
1,798
-56
-3% -$8.02K 0.05% 390
2025
Q1 		$274K Buy
1,854
+68
+4% +$8.96K 0.06% 341
2024
Q4 		$222K Sell
1,786
-1,742
-49% -$235K 0.04% 417
2024
Q3 		$516K Sell
3,528
-22
-0.6% -$3.12K 0.07% 256
2024
Q2 		$459K Buy
3,550
+1,648
+87% +$208K 0.07% 264
2024
Q1 		$232K Buy
+1,902
New +$234K 0.04% 478

Other funds holding AWK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Personal CFO Solutions's AWK Position: Q2 2026 in Review

Personal CFO Solutions reduced its American Water Works (AWK) stake by 3.3% in Q2 2026, selling an estimated $7.97K and leaving 1,837 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #467.

Personal CFO Solutions first reported a position in AWK in Q1 2024 and has held it in 10 quarters since. The position peaked at $516K in Q3 2024. 1,132 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Personal CFO Solutions held 1,837 shares of American Water Works worth $242K as of Q2 2026.
  • Personal CFO Solutions sold 62 American Water Works shares in Q2 2026, an estimated $7.97K.
  • American Water Works made up 0.03% of Personal CFO Solutions's portfolio in Q2 2026, its #467 holding.
  • Personal CFO Solutions first reported a position in American Water Works in Q1 2024 and has held it in 10 quarters since.
  • Personal CFO Solutions's American Water Works position peaked at $516K in Q3 2024.
  • 1,132 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.