Sequoia Financial Advisors’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
$1.61M Buy
12,240
+3,287
+37% +$422K 0.01% 726
2026
Q1
$1.22M Sell
8,953
-1,404
-14% -$186K 0.01% 803
2025
Q4
$1.35M Buy
10,357
+2,856
+38% +$382K 0.01% 744
2025
Q3
$1.04M Buy
7,501
+2,692
+56% +$380K 0.01% 753
2025
Q2
$669K Buy
4,809
+1,277
+36% +$183K ﹤0.01% 872
2025
Q1
$521K Sell
3,532
-22
-0.6% -$2.9K ﹤0.01% 840
2024
Q4
$442K Buy
3,554
+228
+7% +$30.8K ﹤0.01% 853
2024
Q3
$486K Buy
3,326
+383
+13% +$54.3K 0.01% 756
2024
Q2
$380K Buy
2,943
+564
+24% +$71.3K ﹤0.01% 799
2024
Q1
$291K Sell
2,379
-1,195
-33% -$147K ﹤0.01% 875
2023
Q4
$472K Buy
3,574
+1,326
+59% +$167K 0.01% 755
2023
Q3
$278K Sell
2,248
-2
-0.1% -$280 ﹤0.01% 719
2023
Q2
$321K Buy
2,250
+435
+24% +$63.9K 0.01% 672
2023
Q1
$266K Buy
1,815
+43
+2% +$6.37K 0.01% 670
2022
Q4
$270K Buy
+1,772
New +$256K 0.01% 621
2022
Q3
Sell
-1,926
Closed -$287K 535
2022
Q2
$287K Sell
1,926
-153
-7% -$23.3K 0.01% 446
2022
Q1
$344K Buy
2,079
+721
+53% +$114K 0.01% 454
2021
Q4
$256K Buy
+1,358
New +$237K 0.01% 483
2021
Q3
Sell
-2,478
Closed -$382K 274
2021
Q2
$382K Buy
2,478
+774
+45% +$121K 0.01% 322
2021
Q1
$255K Sell
1,704
-4
-0.2% -$606 0.01% 378
2020
Q4
$262K Buy
1,708
+4
+0.2% +$616 0.01% 342
2020
Q3
$247K Buy
1,704
+142
+9% +$20.1K 0.01% 332
2020
Q2
$201K Buy
+1,562
New +$195K 0.01% 346

Other funds holding AWK

Sequoia Financial Advisors's AWK Position: Q2 2026 in Review

Sequoia Financial Advisors increased its American Water Works (AWK) stake by 37% in Q2 2026, buying an estimated $422K and bringing the position to 12,240 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #726.

Sequoia Financial Advisors first reported a position in AWK in Q2 2020 and has held it in 23 quarters since. 1,124 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Sequoia Financial Advisors held 12,240 shares of American Water Works worth $1.61M as of Q2 2026.
  • Sequoia Financial Advisors bought 3,287 American Water Works shares in Q2 2026, an estimated $422K.
  • American Water Works made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #726 holding.
  • Sequoia Financial Advisors first reported a position in American Water Works in Q2 2020 and has held it in 23 quarters since.
  • 1,124 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.