Private Wealth Management Group’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
$30.5K Buy
232
+129
+125% +$16.6K 0.01% 296
2026
Q1
$14K Buy
103
+19
+23% +$2.51K ﹤0.01% 430
2025
Q4
$11K Sell
84
-5
-6% -$668 ﹤0.01% 484
2025
Q3
$12.4K Hold
89
﹤0.01% 451
2025
Q2
$12.4K Hold
89
﹤0.01% 428
2025
Q1
$13.1K Buy
89
+18
+25% +$2.37K ﹤0.01% 395
2024
Q4
$8.84K Buy
71
+36
+103% +$4.86K ﹤0.01% 523
2024
Q3
$5.12K Buy
35
+1
+3% +$142 ﹤0.01% 727
2024
Q2
$4.39K Buy
34
+23
+209% +$2.91K ﹤0.01% 748
2024
Q1
$1.34K Sell
11
-7
-39% -$861 ﹤0.01% 1146
2023
Q4
$2.38K Buy
+18
New +$2.27K ﹤0.01% 904

Other funds holding AWK

Private Wealth Management Group's AWK Position: Q2 2026 in Review

Private Wealth Management Group increased its American Water Works (AWK) stake by 125% in Q2 2026, buying an estimated $16.6K and bringing the position to 232 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #296.

Private Wealth Management Group first reported a position in AWK in Q4 2023 and has held it in 11 quarters since. 1,123 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Private Wealth Management Group held 232 shares of American Water Works worth $30.5K as of Q2 2026.
  • Private Wealth Management Group bought 129 American Water Works shares in Q2 2026, an estimated $16.6K.
  • American Water Works made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #296 holding.
  • Private Wealth Management Group first reported a position in American Water Works in Q4 2023 and has held it in 11 quarters since.
  • 1,123 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.