Physician Wealth Advisors’s American Water Works AWK Stock Holding History

Physician Wealth Advisors’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	$22.4K	Buy	170 +110	+183%	+$14.1K	﹤0.01%	628
2026 Q1	$8.17K	Hold	60	–	–	﹤0.01%	859
2025 Q4	$7.83K	Sell	60 -14	-19%	-$1.87K	﹤0.01%	844
2025 Q3	$10.3K	Sell	74 -1	-1%	-$141	﹤0.01%	743
2025 Q2	$10.4K	Buy	75 +19	+34%	+$2.72K	﹤0.01%	638
2025 Q1	$8.26K	Hold	56	–	–	﹤0.01%	642
2024 Q4	$6.97K	Buy	+56	New	+$7.56K	﹤0.01%	687

Other funds holding AWK

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Physician Wealth Advisors increased its American Water Works (AWK) stake by 183% in Q2 2026, buying an estimated $14.1K and bringing the position to 170 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Physician Wealth Advisors first reported a position in AWK in Q4 2024 and has held it in 7 quarters since. 226 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

Physician Wealth Advisors held 170 shares of American Water Works worth $22.4K as of Q2 2026.
Physician Wealth Advisors bought 110 American Water Works shares in Q2 2026, an estimated $14.1K.
American Water Works made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #628 holding.
Physician Wealth Advisors first reported a position in American Water Works in Q4 2024 and has held it in 7 quarters since.
226 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

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