True Wealth Design’s American Water Works AWK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$89.6K Buy
681
+642
+1,646% +$82.5K 0.02% 285
2026
Q1
$5.31K Sell
39
-19
-33% -$2.51K ﹤0.01% 1190
2025
Q4
$7.57K Buy
58
+28
+93% +$3.74K ﹤0.01% 943
2025
Q3
$4.18K Hold
30
﹤0.01% 1151
2025
Q2
$4.17K Sell
30
-25
-45% -$3.58K ﹤0.01% 875
2025
Q1
$8.11K Buy
55
+50
+1,000% +$6.59K ﹤0.01% 541
2024
Q4
$623 Hold
5
﹤0.01% 1055
2024
Q3
$732 Hold
5
﹤0.01% 1036
2024
Q2
$646 Buy
5
+2
+67% +$253 ﹤0.01% 612
2024
Q1
$367 Hold
3
﹤0.01% 683
2023
Q4
$396 Hold
3
﹤0.01% 534
2023
Q3
$372 Hold
3
﹤0.01% 499
2023
Q2
$429 Hold
3
﹤0.01% 488
2023
Q1
$440 Buy
3
+1
+50% +$148 ﹤0.01% 554
2022
Q4
$305 Buy
+2
New +$289 ﹤0.01% 577

Other funds holding AWK

True Wealth Design's AWK Position: Q2 2026 in Review

True Wealth Design increased its American Water Works (AWK) stake by 1,646% in Q2 2026, buying an estimated $82.5K and bringing the position to 681 shares worth $89.6K. The position accounts for 0.02% of the portfolio, ranked #285.

True Wealth Design first reported a position in AWK in Q4 2022 and has held it in 15 quarters since. 1,123 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • True Wealth Design held 681 shares of American Water Works worth $89.6K as of Q2 2026.
  • True Wealth Design bought 642 American Water Works shares in Q2 2026, an estimated $82.5K.
  • American Water Works made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #285 holding.
  • True Wealth Design first reported a position in American Water Works in Q4 2022 and has held it in 15 quarters since.
  • 1,123 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.