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Sound View Wealth Advisors Group’s American Water Works AWK Stock Holding History

Sound View Wealth Advisors Group’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 		$219K Sell
1,608
-7
-0.4% -$925 0.01% 397
2025
Q4 		$211K Sell
1,615
-44
-3% -$5.88K 0.01% 400
2025
Q3 		$231K Buy
1,659
+40
+2% +$5.65K 0.02% 396
2025
Q2 		$225K Buy
1,619
+4
+0.2% +$573 0.02% 386
2025
Q1 		$238K Sell
1,615
-300
-16% -$39.5K 0.02% 369
2024
Q4 		$238K Sell
1,915
-49
-2% -$6.61K 0.02% 375
2024
Q3 		$287K Buy
1,964
+49
+3% +$6.95K 0.02% 340
2024
Q2 		$247K Buy
1,915
+66
+4% +$8.35K 0.03% 330
2024
Q1 		$226K Buy
1,849
+52
+3% +$6.4K 0.02% 344
2023
Q4 		$237K Buy
1,797
+109
+6% +$13.7K 0.03% 344
2023
Q3 		$209K Sell
1,688
-34
-2% -$4.77K 0.03% 347
2023
Q2 		$246K Sell
1,722
-4
-0.2% -$588 0.03% 315
2023
Q1 		$253K Sell
1,726
-71
-4% -$10.5K 0.03% 310
2022
Q4 		$237K Buy
+1,797
New +$259K 0.03% 344
2022
Q3 		– Sell
-1,625
Closed -$242K – 270
2022
Q2 		$242K Sell
1,625
-500
-24% -$76.2K 0.05% 249
2022
Q1 		$352K Buy
2,125
+200
+10% +$31.7K 0.07% 216
2021
Q4 		$364K Buy
1,925
+285
+17% +$49.8K 0.07% 209
2021
Q3 		$277K Hold
1,640
– – 0.06% 241
2021
Q2 		$253K Sell
1,640
-730
-31% -$114K 0.05% 249
2021
Q1 		$355K Hold
2,370
– – 0.08% 189
2020
Q4 		$364K Hold
2,370
– – 0.09% 179
2020
Q3 		$343K Hold
2,370
– – 0.09% 178
2020
Q2 		$305K Hold
2,370
– – 0.09% 183
2020
Q1 		$283K Hold
2,370
– – 0.1% 168
2019
Q4 		$291K Sell
2,370
-10
-0.4% -$1.21K 0.08% 195
2019
Q3 		$296K Hold
2,380
– – 0.09% 192
2019
Q2 		$276K Buy
+2,380
New +$263K 0.08% 207

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

Sound View Wealth Advisors Group's AWK Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its American Water Works (AWK) stake by 0.43% in Q1 2026, selling an estimated $925 and leaving 1,608 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #397.

Sound View Wealth Advisors Group first reported a position in AWK in Q2 2019 and has held it in 27 quarters since. The position peaked at $364K in Q4 2021. 1,136 funds tracked by Wall St. Rank hold AWK as of Q1 2026.

  • Sound View Wealth Advisors Group held 1,608 shares of American Water Works worth $219K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 7 American Water Works shares in Q1 2026, an estimated $925.
  • American Water Works made up 0.01% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #397 holding.
  • Sound View Wealth Advisors Group first reported a position in American Water Works in Q2 2019 and has held it in 27 quarters since.
  • Sound View Wealth Advisors Group's American Water Works position peaked at $364K in Q4 2021.
  • 1,136 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.