Third View Private Wealth’s American Water Works AWK Stock Holding History

Third View Private Wealth’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 Q3	–	Sell	-1,690	Closed	-$222K	–	280
2026 Q2	$222K	Sell	1,690 -723	-30%	-$92.9K	0.03%	281
2026 Q1	$328K	Sell	2,413 -124	-5%	-$16.4K	0.05%	219
2025 Q4	$331K	Buy	+2,537	New	+$339K	0.04%	225

Other funds holding AWK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Third View Private Wealth's AWK Position: Q3 2026 in Review

Third View Private Wealth sold out of American Water Works (AWK) in Q3 2026, closing a stake of 1,690 shares — an estimated $222K sold.

Third View Private Wealth first reported a position in AWK in Q4 2025 and held it in 3 quarters. The position peaked at $331K in Q4 2025. 596 funds tracked by Wall St. Rank hold AWK as of Q3 2026.

Third View Private Wealth reported no remaining American Water Works position as of Q3 2026 after selling out during the quarter.
Third View Private Wealth sold 1,690 American Water Works shares in Q3 2026, an estimated $222K.
Third View Private Wealth first reported a position in American Water Works in Q4 2025 and held it in 3 quarters.
Third View Private Wealth's American Water Works position peaked at $331K in Q4 2025.
596 funds tracked by Wall St. Rank held American Water Works as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.