True Link Financial Advisors’s American Water Works AWK Stock Holding History

True Link Financial Advisors’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	–	Sell	-180	Closed	-$24.5K	–	122
2026 Q1	$24.5K	Buy	+180	New	+$23.8K	﹤0.01%	272
2021 Q4	–	Sell	-12	Closed	-$2K	–	757
2021 Q3	$2K	Hold	12	–	–	﹤0.01%	735
2021 Q2	$2K	Buy	+12	New	+$1.87K	﹤0.01%	669

Other funds holding AWK

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

True Link Financial Advisors's AWK Position: Q2 2026 in Review

True Link Financial Advisors sold out of American Water Works (AWK) in Q2 2026, closing a stake of 180 shares — an estimated $24.5K sold.

True Link Financial Advisors first reported a position in AWK in Q2 2021 and held it in 3 quarters. The position peaked at $24.5K in Q1 2026. 1,125 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

True Link Financial Advisors reported no remaining American Water Works position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 180 American Water Works shares in Q2 2026, an estimated $24.5K.
True Link Financial Advisors first reported a position in American Water Works in Q2 2021 and held it in 3 quarters.
True Link Financial Advisors's American Water Works position peaked at $24.5K in Q1 2026.
1,125 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.