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 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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Third View Private Wealth's AWK Position: Q2 2026 in Review

Third View Private Wealth reduced its American Water Works (AWK) stake by 30% in Q2 2026, selling an estimated $92.9K and leaving 1,690 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #281.

Third View Private Wealth first reported a position in AWK in Q4 2025 and has held it in 3 quarters since. The position peaked at $331K in Q4 2025. 625 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

Third View Private Wealth held 1,690 shares of American Water Works worth $222K as of Q2 2026.
Third View Private Wealth sold 723 American Water Works shares in Q2 2026, an estimated $92.9K.
American Water Works made up 0.03% of Third View Private Wealth's portfolio in Q2 2026, its #281 holding.
Third View Private Wealth first reported a position in American Water Works in Q4 2025 and has held it in 3 quarters since.
Third View Private Wealth's American Water Works position peaked at $331K in Q4 2025.
625 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.