UAG
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United Advisor Group’s American Water Works AWK Stock Holding History

United Advisor Group’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
2025
Q2 		– Sell
-2,984
Closed -$440K – 383
2025
Q1 		$440K Buy
+2,984
New +$393K 0.09% 206

Other funds holding AWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Advisor Group's AWK Position: Q2 2025 in Review

United Advisor Group sold out of American Water Works (AWK) in Q2 2025, closing a stake of 2,984 shares — an estimated $440K sold.

United Advisor Group first reported a position in AWK in Q1 2025 and held it in 1 quarter. The position peaked at $440K in Q1 2025. 1,109 funds tracked by Wall St. Rank hold AWK as of Q2 2025.

  • United Advisor Group reported no remaining American Water Works position as of Q2 2025 after selling out during the quarter.
  • United Advisor Group sold 2,984 American Water Works shares in Q2 2025, an estimated $440K.
  • United Advisor Group first reported a position in American Water Works in Q1 2025 and held it in 1 quarter.
  • United Advisor Group's American Water Works position peaked at $440K in Q1 2025.
  • 1,109 funds tracked by Wall St. Rank held American Water Works as of Q2 2025.

Based on United Advisor Group's 13F filing for Q2 2025, filed 11 Aug 2025.