Total Wealth Planning & Management’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
Other funds holding AWK
VCM
VPM
Total Wealth Planning & Management's AWK Position: Q1 2026 in Review
Total Wealth Planning & Management increased its American Water Works (AWK) stake by 0.68% in Q1 2026, buying an estimated $2.25K and bringing the position to 2,516 shares worth $342K. The position accounts for 0.25% of the portfolio, ranked #140.
Total Wealth Planning & Management first reported a position in AWK in Q4 2024 and has held it in 5 quarters since. The position peaked at $364K in Q1 2025. 1,136 funds tracked by Wall St. Rank hold AWK as of Q1 2026.
- Total Wealth Planning & Management held 2,516 shares of American Water Works worth $342K as of Q1 2026.
- Total Wealth Planning & Management bought 17 American Water Works shares in Q1 2026, an estimated $2.25K.
- American Water Works made up 0.25% of Total Wealth Planning & Management's portfolio in Q1 2026, its #140 holding.
- Total Wealth Planning & Management first reported a position in American Water Works in Q4 2024 and has held it in 5 quarters since.
- Total Wealth Planning & Management's American Water Works position peaked at $364K in Q1 2025.
- 1,136 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.
Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.