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Sage Mountain Advisors’s American Water Works AWK Stock Holding History

Sage Mountain 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
2026
Q1 		– Sell
-2,582
Closed -$337K – 312
2025
Q4 		$337K Buy
2,582
+1,045
+68% +$140K 0.02% 359
2025
Q3 		$214K Sell
1,537
-1,356
-47% -$192K 0.01% 447
2025
Q2 		$402K Buy
2,893
+263
+10% +$37.7K 0.03% 272
2025
Q1 		$388K Buy
+2,630
New +$347K 0.03% 261
2024
Q4 		– Sell
-2,569
Closed -$376K – 477
2024
Q3 		$376K Sell
2,569
-102
-4% -$14.5K 0.03% 245
2024
Q2 		$345K Buy
+2,671
New +$338K 0.03% 229

Other funds holding AWK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sage Mountain Advisors's AWK Position: Q1 2026 in Review

Sage Mountain Advisors sold out of American Water Works (AWK) in Q1 2026, closing a stake of 2,582 shares — an estimated $337K sold.

Sage Mountain Advisors first reported a position in AWK in Q2 2024 and held it in 6 quarters. The position peaked at $402K in Q2 2025. 1,136 funds tracked by Wall St. Rank hold AWK as of Q1 2026.

  • Sage Mountain Advisors reported no remaining American Water Works position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,582 American Water Works shares in Q1 2026, an estimated $337K.
  • Sage Mountain Advisors first reported a position in American Water Works in Q2 2024 and held it in 6 quarters.
  • Sage Mountain Advisors's American Water Works position peaked at $402K in Q2 2025.
  • 1,136 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.