Ritholtz Wealth Management’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
$218K Buy
+1,659
New +$213K ﹤0.01% 1204
2024
Q4
Sell
-3,221
Closed -$471K 858
2024
Q3
$471K Buy
3,221
+306
+10% +$43.4K 0.01% 575
2024
Q2
$377K Sell
2,915
-383
-12% -$48.4K 0.01% 603
2024
Q1
$403K Sell
3,298
-672
-17% -$82.7K 0.01% 563
2023
Q4
$524K Buy
3,970
+227
+6% +$28.6K 0.02% 480
2023
Q3
$463K Buy
+3,743
New +$525K 0.02% 467
2022
Q4
Sell
-4,637
Closed -$604K 588
2022
Q3
$604K Buy
+4,637
New +$698K 0.03% 348

Other funds holding AWK

Ritholtz Wealth Management's AWK Position: Q2 2026 in Review

Ritholtz Wealth Management opened a new position in American Water Works (AWK) in Q2 2026: 1,659 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1204 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in AWK as recently as Q3 2024.

Ritholtz Wealth Management first reported a position in AWK in Q3 2022 and has held it in 7 quarters since. The position peaked at $604K in Q3 2022. 1,132 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Ritholtz Wealth Management held 1,659 shares of American Water Works worth $218K as of Q2 2026.
  • American Water Works was a new Ritholtz Wealth Management position in Q2 2026.
  • American Water Works made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1204 holding.
  • Ritholtz Wealth Management first reported a position in American Water Works in Q3 2022 and has held it in 7 quarters since.
  • Ritholtz Wealth Management's American Water Works position peaked at $604K in Q3 2022.
  • 1,132 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.