SHP Wealth Management’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
Q1
$4.8K Buy
35
+29
+483% +$3.83K ﹤0.01% 1082
2025
Q4
$819 Buy
+6
New +$802 ﹤0.01% 1292

Other funds holding AWK

SHP Wealth Management's AWK Position: Q1 2026 in Review

SHP Wealth Management increased its American Water Works (AWK) stake by 483% in Q1 2026, buying an estimated $3.83K and bringing the position to 35 shares worth $4.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

SHP Wealth Management first reported a position in AWK in Q4 2025 and has held it in 2 quarters since. 1,139 funds tracked by Wall St. Rank hold AWK as of Q1 2026.

  • SHP Wealth Management held 35 shares of American Water Works worth $4.8K as of Q1 2026.
  • SHP Wealth Management bought 29 American Water Works shares in Q1 2026, an estimated $3.83K.
  • American Water Works made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1082 holding.
  • SHP Wealth Management first reported a position in American Water Works in Q4 2025 and has held it in 2 quarters since.
  • 1,139 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.