Private Wealth Partners’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
2019
Q3
Sell
-5,400
Closed -$4K 124
2019
Q2
$4K Buy
+5,400
New +$596K ﹤0.01% 126

Other funds holding AWK

Private Wealth Partners's AWK Position: Q1 2026 in Review

Private Wealth Partners reduced its American Water Works (AWK) stake by 9.5% in Q1 2026, selling an estimated $119K and leaving 8,610 shares worth $1.17M. The position accounts for 0.09% of the portfolio, ranked #93.

Private Wealth Partners first reported a position in AWK in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.6M in Q1 2018. 1,136 funds tracked by Wall St. Rank hold AWK as of Q1 2026.

  • Private Wealth Partners held 8,610 shares of American Water Works worth $1.17M as of Q1 2026.
  • Private Wealth Partners sold 900 American Water Works shares in Q1 2026, an estimated $119K.
  • American Water Works made up 0.09% of Private Wealth Partners's portfolio in Q1 2026, its #93 holding.
  • Private Wealth Partners first reported a position in American Water Works in Q2 2013 and has held it in 52 quarters since.
  • Private Wealth Partners's American Water Works position peaked at $7.6M in Q1 2018.
  • 1,136 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.