Richardson Financial Services’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
$237K Sell
1,803
-2,027
-53% -$260K 0.13% 149
2026
Q1
$521K Sell
3,830
-450
-11% -$59.5K 0.33% 76
2025
Q4
$559K Sell
4,280
-35
-0.8% -$4.68K 0.18% 72
2025
Q3
$601K Sell
4,315
-125
-3% -$17.7K 0.37% 69
2025
Q2
$633K Sell
4,440
-30
-0.7% -$4.3K 0.43% 63
2025
Q1
$659K Hold
4,470
0.5% 49
2024
Q4
$555K Buy
4,470
+20
+0.4% +$2.7K 0.39% 70
2024
Q3
$575K Hold
4,450
0.37% 72
2024
Q2
$575K Sell
4,450
-156
-3% -$19.7K 0.41% 67
2024
Q1
$563K Buy
4,606
+711
+18% +$87.5K 0.4% 72
2023
Q4
$514K Buy
+3,895
New +$491K 0.45% 67

Other funds holding AWK

Richardson Financial Services's AWK Position: Q2 2026 in Review

Richardson Financial Services reduced its American Water Works (AWK) stake by 53% in Q2 2026, selling an estimated $260K and leaving 1,803 shares worth $237K. The position accounts for 0.13% of the portfolio, ranked #149.

Richardson Financial Services first reported a position in AWK in Q4 2023 and has held it in 11 quarters since. The position peaked at $659K in Q1 2025. 1,133 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Richardson Financial Services held 1,803 shares of American Water Works worth $237K as of Q2 2026.
  • Richardson Financial Services sold 2,027 American Water Works shares in Q2 2026, an estimated $260K.
  • American Water Works made up 0.13% of Richardson Financial Services's portfolio in Q2 2026, its #149 holding.
  • Richardson Financial Services first reported a position in American Water Works in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's American Water Works position peaked at $659K in Q1 2025.
  • 1,133 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.