Principia Wealth Advisory’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
Other funds holding AWK
Principia Wealth Advisory's AWK Position: Q4 2025 in Review
Principia Wealth Advisory reduced its American Water Works (AWK) stake by 14% in Q4 2025, selling an estimated $267 and leaving 12 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #532.
Principia Wealth Advisory first reported a position in AWK in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.95K in Q3 2025. 1,135 funds tracked by Wall St. Rank hold AWK as of Q4 2025.
- Principia Wealth Advisory held 12 shares of American Water Works worth $1.57K as of Q4 2025.
- Principia Wealth Advisory sold 2 American Water Works shares in Q4 2025, an estimated $267.
- American Water Works made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #532 holding.
- Principia Wealth Advisory first reported a position in American Water Works in Q4 2024 and has held it in 5 quarters since.
- Principia Wealth Advisory's American Water Works position peaked at $1.95K in Q3 2025.
- 1,135 funds tracked by Wall St. Rank held American Water Works as of Q4 2025.
Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.