Ruedi Wealth Management’s American Water Works AWK Stock Holding History

Ruedi Wealth Management’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 Q2	–	Sell	-16	Closed	-$2.36K	–	83
2025 Q1	$2.36K	Hold	16	–	–	﹤0.01%	255
2024 Q4	$1.99K	Hold	16	–	–	﹤0.01%	263
2024 Q3	$2.34K	Sell	16 -4	-20%	-$567	﹤0.01%	262
2024 Q2	$2.58K	Buy	20 +4	+25%	+$506	﹤0.01%	306
2024 Q1	$1.96K	Hold	16	–	–	﹤0.01%	231
2023 Q4	$2.11K	Hold	16	–	–	﹤0.01%	209
2023 Q3	$1.98K	Hold	16	–	–	﹤0.01%	184
2023 Q2	$2.28K	Hold	16	–	–	﹤0.01%	186
2023 Q1	$2.34K	Hold	16	–	–	﹤0.01%	218
2022 Q4	$2.44K	Buy	+16	New	+$2.31K	﹤0.01%	204

Other funds holding AWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ruedi Wealth Management's AWK Position: Q2 2025 in Review

Ruedi Wealth Management sold out of American Water Works (AWK) in Q2 2025, closing a stake of 16 shares — an estimated $2.36K sold.

Ruedi Wealth Management first reported a position in AWK in Q4 2022 and held it in 10 quarters. The position peaked at $2.58K in Q2 2024. 1,109 funds tracked by Wall St. Rank hold AWK as of Q2 2025.

Ruedi Wealth Management reported no remaining American Water Works position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 16 American Water Works shares in Q2 2025, an estimated $2.36K.
Ruedi Wealth Management first reported a position in American Water Works in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's American Water Works position peaked at $2.58K in Q2 2024.
1,109 funds tracked by Wall St. Rank held American Water Works as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.