UFPG
AWK icon

United Financial Planning Group’s American Water Works AWK Stock Holding History

United Financial Planning 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
2026
Q2 		$3.03K Hold
23
– – ﹤0.01% 428
2026
Q1 		$3.13K Buy
+23
New +$3.04K ﹤0.01% 394

Other funds holding AWK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

United Financial Planning Group's AWK Position: Q2 2026 in Review

United Financial Planning Group held its American Water Works (AWK) position steady in Q2 2026 at 23 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

United Financial Planning Group first reported a position in AWK in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.13K in Q1 2026. 1,123 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • United Financial Planning Group held 23 shares of American Water Works worth $3.03K as of Q2 2026.
  • United Financial Planning Group left its American Water Works share count unchanged in Q2 2026.
  • American Water Works made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #428 holding.
  • United Financial Planning Group first reported a position in American Water Works in Q1 2026 and has held it in 2 quarters since.
  • United Financial Planning Group's American Water Works position peaked at $3.13K in Q1 2026.
  • 1,123 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.