Twin Peaks Wealth Advisors’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
Sell
-110
Closed -$15K 401
2026
Q1
$15K Buy
+110
New +$14.5K ﹤0.01% 837
2025
Q3
Sell
-84
Closed -$11.9K 337
2025
Q2
$11.9K Buy
+84
New +$12K ﹤0.01% 843

Other funds holding AWK

Twin Peaks Wealth Advisors's AWK Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of American Water Works (AWK) in Q2 2026, closing a stake of 110 shares — an estimated $15K sold.

Twin Peaks Wealth Advisors first reported a position in AWK in Q2 2025 and held it in 2 quarters. The position peaked at $15K in Q1 2026. 1,133 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining American Water Works position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 110 American Water Works shares in Q2 2026, an estimated $15K.
  • Twin Peaks Wealth Advisors first reported a position in American Water Works in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's American Water Works position peaked at $15K in Q1 2026.
  • 1,133 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.