Strategic Wealth Partners’s American Water Works AWK Stock Holding History

Strategic 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 Q2	$16.4K	Buy	125 +78	+166%	+$10K	﹤0.01%	799
2026 Q1	$6.42K	Hold	47	–	–	﹤0.01%	988
2025 Q4	$6.13K	Buy	+47	New	+$6.28K	﹤0.01%	1015
2019 Q4	–	Sell	-75	Closed	-$9.32K	–	159
2019 Q3	$9.32K	Hold	75	–	–	0.05%	147
2019 Q2	$9K	Buy	+75	New	+$8.28K	﹤0.01%	564
2018 Q3	–	Sell	-21	Closed	-$2K	–	639
2018 Q2	$2K	Hold	21	–	–	﹤0.01%	688
2018 Q1	$2K	Buy	+21	New	+$1.71K	﹤0.01%	723

Other funds holding AWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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

Strategic Wealth Partners increased its American Water Works (AWK) stake by 166% in Q2 2026, buying an estimated $10K and bringing the position to 125 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Strategic Wealth Partners first reported a position in AWK in Q1 2018 and has held it in 7 quarters since. 1,123 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

Strategic Wealth Partners held 125 shares of American Water Works worth $16.4K as of Q2 2026.
Strategic Wealth Partners bought 78 American Water Works shares in Q2 2026, an estimated $10K.
American Water Works made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #799 holding.
Strategic Wealth Partners first reported a position in American Water Works in Q1 2018 and has held it in 7 quarters since.
1,123 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.