Univest Financial’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
2025
Q2
Sell
-1,368
Closed -$202K 270
2025
Q1
$202K Buy
+1,368
New +$180K 0.01% 271
2024
Q4
Sell
-1,368
Closed -$200K 273
2024
Q3
$200K Buy
+1,368
New +$194K 0.01% 275

Other funds holding AWK

Univest Financial's AWK Position: Q2 2025 in Review

Univest Financial sold out of American Water Works (AWK) in Q2 2025, closing a stake of 1,368 shares — an estimated $202K sold.

Univest Financial first reported a position in AWK in Q3 2024 and held it in 2 quarters. The position peaked at $202K in Q1 2025. 1,109 funds tracked by Wall St. Rank hold AWK as of Q2 2025.

  • Univest Financial reported no remaining American Water Works position as of Q2 2025 after selling out during the quarter.
  • Univest Financial sold 1,368 American Water Works shares in Q2 2025, an estimated $202K.
  • Univest Financial first reported a position in American Water Works in Q3 2024 and held it in 2 quarters.
  • Univest Financial's American Water Works position peaked at $202K in Q1 2025.
  • 1,109 funds tracked by Wall St. Rank held American Water Works as of Q2 2025.

Based on Univest Financial's 13F filing for Q2 2025, filed 4 Aug 2025.