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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Personal CFO Solutions's AWK Position: Q1 2026 in Review

Personal CFO Solutions increased its American Water Works (AWK) stake by 0.37% in Q1 2026, buying an estimated $925 and bringing the position to 1,899 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #430.

Personal CFO Solutions first reported a position in AWK in Q1 2024 and has held it in 9 quarters since. The position peaked at $516K in Q3 2024. 1,136 funds tracked by Wall St. Rank hold AWK as of Q1 2026.

  • Personal CFO Solutions held 1,899 shares of American Water Works worth $258K as of Q1 2026.
  • Personal CFO Solutions bought 7 American Water Works shares in Q1 2026, an estimated $925.
  • American Water Works made up 0.04% of Personal CFO Solutions's portfolio in Q1 2026, its #430 holding.
  • Personal CFO Solutions first reported a position in American Water Works in Q1 2024 and has held it in 9 quarters since.
  • Personal CFO Solutions's American Water Works position peaked at $516K in Q3 2024.
  • 1,136 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.