Wealthcare Advisory Partners’s American Water Works AWK Stock Holding History

Wealthcare Advisory Partners’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 Q4	–	Sell	-2,237	Closed	-$311K	–	1071
2025 Q3	$311K	Buy	+2,237	New	+$316K	0.01%	839
2022 Q2	–	Sell	-1,270	Closed	-$210K	–	571
2022 Q1	$210K	Buy	+1,270	New	+$201K	0.01%	510
2021 Q2	–	Sell	-755	Closed	-$113K	–	653
2021 Q1	$113K	Buy	+755	New	+$114K	0.01%	636
2020 Q2	–	Sell	-369	Closed	-$44K	–	392
2020 Q1	$44K	Hold	369	–	–	0.01%	533
2019 Q4	$45K	Buy	369 +1	+0.3%	+$121	0.01%	574
2019 Q3	$46K	Buy	368 +26	+8%	+$3.14K	0.01%	547
2019 Q2	$40K	Hold	342	–	–	0.01%	554
2019 Q1	$36K	Hold	342	–	–	0.01%	529
2018 Q4	$31K	Hold	342	–	–	0.01%	535
2018 Q3	$30K	Hold	342	–	–	0.01%	575
2018 Q2	$29K	Buy	342 +140	+69%	+$11.6K	0.01%	573
2018 Q1	$17K	Hold	202	–	–	﹤0.01%	617
2017 Q4	$18K	Buy	202 +81	+67%	+$7.16K	﹤0.01%	558
2017 Q3	$10K	Buy	+121	New	+$9.79K	﹤0.01%	536

Other funds holding AWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthcare Advisory Partners's AWK Position: Q4 2025 in Review

Wealthcare Advisory Partners sold out of American Water Works (AWK) in Q4 2025, closing a stake of 2,237 shares — an estimated $311K sold.

Wealthcare Advisory Partners first reported a position in AWK in Q3 2017 and held it in 14 quarters. The position peaked at $311K in Q3 2025. 1,135 funds tracked by Wall St. Rank hold AWK as of Q4 2025.

Wealthcare Advisory Partners reported no remaining American Water Works position as of Q4 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 2,237 American Water Works shares in Q4 2025, an estimated $311K.
Wealthcare Advisory Partners first reported a position in American Water Works in Q3 2017 and held it in 14 quarters.
Wealthcare Advisory Partners's American Water Works position peaked at $311K in Q3 2025.
1,135 funds tracked by Wall St. Rank held American Water Works as of Q4 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2025, filed 14 Jan 2026.