Sagespring Wealth Partners’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
$261K Sell
1,981
-264
-12% -$33.9K ﹤0.01% 745
2026
Q1
$305K Sell
2,245
-441
-16% -$58.3K 0.01% 652
2025
Q4
$351K Sell
2,686
-101
-4% -$13.5K 0.01% 577
2025
Q3
$388K Sell
2,787
-103
-4% -$14.6K 0.01% 522
2025
Q2
$402K Buy
2,890
+1,301
+82% +$186K 0.01% 493
2025
Q1
$234K Buy
+1,589
New +$209K 0.01% 597

Other funds holding AWK

Sagespring Wealth Partners's AWK Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its American Water Works (AWK) stake by 12% in Q2 2026, selling an estimated $33.9K and leaving 1,981 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Sagespring Wealth Partners first reported a position in AWK in Q1 2025 and has held it in 6 quarters since. The position peaked at $402K in Q2 2025. 1,133 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Sagespring Wealth Partners held 1,981 shares of American Water Works worth $261K as of Q2 2026.
  • Sagespring Wealth Partners sold 264 American Water Works shares in Q2 2026, an estimated $33.9K.
  • American Water Works made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #745 holding.
  • Sagespring Wealth Partners first reported a position in American Water Works in Q1 2025 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's American Water Works position peaked at $402K in Q2 2025.
  • 1,133 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.