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Rise Advisors’s American Water Works AWK Stock Holding History

Rise Advisors’s Portfolio AWK Stock Details AWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-124
Closed -$17.2K – 221
2025
Q3 		$17.2K Buy
124
+1
+0.8% +$141 0.01% 670
2025
Q2 		$17.1K Buy
123
+1
+0.8% +$143 0.01% 631
2025
Q1 		$18K Sell
122
-23
-16% -$3.03K 0.01% 561
2024
Q4 		$18.1K Hold
145
– – 0.01% 726
2024
Q3 		$21.1K Buy
145
+1
+0.7% +$142 0.01% 650
2024
Q2 		$18.6K Buy
144
+1
+0.7% +$126 0.01% 678
2024
Q1 		$17.5K Buy
+143
New +$17.6K 0.01% 742

Other funds holding AWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rise Advisors's AWK Position: Q4 2025 in Review

Rise Advisors sold out of American Water Works (AWK) in Q4 2025, closing a stake of 124 shares — an estimated $17.2K sold.

Rise Advisors first reported a position in AWK in Q1 2024 and held it in 7 quarters. The position peaked at $21.1K in Q3 2024. 1,135 funds tracked by Wall St. Rank hold AWK as of Q4 2025.

  • Rise Advisors reported no remaining American Water Works position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 124 American Water Works shares in Q4 2025, an estimated $17.2K.
  • Rise Advisors first reported a position in American Water Works in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's American Water Works position peaked at $21.1K in Q3 2024.
  • 1,135 funds tracked by Wall St. Rank held American Water Works as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.