Principia Wealth Advisory’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
$658 Sell
5
-5
-50% -$642 ﹤0.01% 846
2026
Q1
$1.36K Sell
10
-2
-17% -$264 ﹤0.01% 626
2025
Q4
$1.57K Sell
12
-2
-14% -$267 ﹤0.01% 532
2025
Q3
$1.95K Buy
14
+3
+27% +$424 ﹤0.01% 438
2025
Q2
$1.53K Buy
11
+3
+38% +$430 ﹤0.01% 451
2025
Q1
$1.11K Buy
8
+1
+14% +$132 ﹤0.01% 369
2024
Q4
$871 Buy
+7
New +$945 ﹤0.01% 396

Other funds holding AWK

Principia Wealth Advisory's AWK Position: Q2 2026 in Review

Principia Wealth Advisory reduced its American Water Works (AWK) stake by 50% in Q2 2026, selling an estimated $642 and leaving 5 shares worth $658. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Principia Wealth Advisory first reported a position in AWK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.95K in Q3 2025. 1,133 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Principia Wealth Advisory held 5 shares of American Water Works worth $658 as of Q2 2026.
  • Principia Wealth Advisory sold 5 American Water Works shares in Q2 2026, an estimated $642.
  • American Water Works made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #846 holding.
  • Principia Wealth Advisory first reported a position in American Water Works in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's American Water Works position peaked at $1.95K in Q3 2025.
  • 1,133 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.