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Summit Wealth Group (Colorado)’s American Water Works AWK Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-1,807
Closed -$224K – 300
2025
Q3 		$224K Buy
+1,807
New +$255K 0.02% 440

Other funds holding AWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Wealth Group (Colorado)'s AWK Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of American Water Works (AWK) in Q4 2025, closing a stake of 1,807 shares — an estimated $224K sold.

Summit Wealth Group (Colorado) first reported a position in AWK in Q3 2025 and held it in 1 quarter. The position peaked at $224K in Q3 2025. 1,135 funds tracked by Wall St. Rank hold AWK as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining American Water Works position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,807 American Water Works shares in Q4 2025, an estimated $224K.
  • Summit Wealth Group (Colorado) first reported a position in American Water Works in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s American Water Works position peaked at $224K in Q3 2025.
  • 1,135 funds tracked by Wall St. Rank held American Water Works as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.