Pinnacle Wealth Planning Services’s American Water Works AWK Stock Holding History

Pinnacle Wealth Planning Services’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	$62.6K	Buy	460 +121	+36%	+$16K	0.01%	1066
2025 Q4	$44.2K	Buy	+339	New	+$45.3K	﹤0.01%	1275
2022 Q1	–	Sell	-1,061	Closed	-$201K	–	436
2021 Q4	$201K	Buy	+1,061	New	+$185K	0.04%	369
2021 Q1	–	Sell	-908	Closed	-$139K	–	485
2020 Q4	$139K	Buy	+908	New	+$140K	0.03%	364

Other funds holding AWK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Wealth Planning Services's AWK Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its American Water Works (AWK) stake by 36% in Q1 2026, buying an estimated $16K and bringing the position to 460 shares worth $62.6K. The position accounts for 0.01% of the portfolio, ranked #1066.

Pinnacle Wealth Planning Services first reported a position in AWK in Q4 2020 and has held it in 4 quarters since. The position peaked at $201K in Q4 2021. 1,136 funds tracked by Wall St. Rank hold AWK as of Q1 2026.

Pinnacle Wealth Planning Services held 460 shares of American Water Works worth $62.6K as of Q1 2026.
Pinnacle Wealth Planning Services bought 121 American Water Works shares in Q1 2026, an estimated $16K.
American Water Works made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1066 holding.
Pinnacle Wealth Planning Services first reported a position in American Water Works in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's American Water Works position peaked at $201K in Q4 2021.
1,136 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.