SWP
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Sagespring Wealth Partners’s American Water Works AWK Stock Holding History

Sagespring Wealth Partners’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 		$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

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

Sagespring Wealth Partners's AWK Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its American Water Works (AWK) stake by 16% in Q1 2026, selling an estimated $58.3K and leaving 2,245 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #652.

Sagespring Wealth Partners first reported a position in AWK in Q1 2025 and has held it in 5 quarters since. The position peaked at $402K in Q2 2025. 1,138 funds tracked by Wall St. Rank hold AWK as of Q1 2026.

  • Sagespring Wealth Partners held 2,245 shares of American Water Works worth $305K as of Q1 2026.
  • Sagespring Wealth Partners sold 441 American Water Works shares in Q1 2026, an estimated $58.3K.
  • American Water Works made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #652 holding.
  • Sagespring Wealth Partners first reported a position in American Water Works in Q1 2025 and has held it in 5 quarters since.
  • Sagespring Wealth Partners's American Water Works position peaked at $402K in Q2 2025.
  • 1,138 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.