Portus 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
Q2
Sell
-12
Closed -$1.63K 91
2026
Q1
$1.63K Buy
+12
New +$1.59K ﹤0.01% 310

Other funds holding AWK

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

Portus Wealth Advisors sold out of American Water Works (AWK) in Q2 2026, closing a stake of 12 shares — an estimated $1.63K sold.

Portus Wealth Advisors first reported a position in AWK in Q1 2026 and held it in 1 quarter. The position peaked at $1.63K in Q1 2026. 1,123 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Portus Wealth Advisors reported no remaining American Water Works position as of Q2 2026 after selling out during the quarter.
  • Portus Wealth Advisors sold 12 American Water Works shares in Q2 2026, an estimated $1.63K.
  • Portus Wealth Advisors first reported a position in American Water Works in Q1 2026 and held it in 1 quarter.
  • Portus Wealth Advisors's American Water Works position peaked at $1.63K in Q1 2026.
  • 1,123 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.