Total Wealth Planning & Management’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
Other funds holding AWK
Total Wealth Planning & Management's AWK Position: Q2 2026 in Review
Total Wealth Planning & Management held its American Water Works (AWK) position steady in Q2 2026 at 2,516 shares worth $331K. The position accounts for 0.22% of the portfolio, ranked #154.
Total Wealth Planning & Management first reported a position in AWK in Q4 2024 and has held it in 6 quarters since. The position peaked at $364K in Q1 2025. 1,133 funds tracked by Wall St. Rank hold AWK as of Q2 2026.
- Total Wealth Planning & Management held 2,516 shares of American Water Works worth $331K as of Q2 2026.
- Total Wealth Planning & Management left its American Water Works share count unchanged in Q2 2026.
- American Water Works made up 0.22% of Total Wealth Planning & Management's portfolio in Q2 2026, its #154 holding.
- Total Wealth Planning & Management first reported a position in American Water Works in Q4 2024 and has held it in 6 quarters since.
- Total Wealth Planning & Management's American Water Works position peaked at $364K in Q1 2025.
- 1,133 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.
Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.