Wealthspire Advisors (New York)’s American Water Works AWK Stock Holding History

Wealthspire Advisors (New York)’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 Q1	$217K	Sell	1,593 -814	-34%	-$108K	﹤0.01%	836
2025 Q4	$314K	Buy	2,407 +988	+70%	+$132K	﹤0.01%	781
2025 Q3	$197K	Sell	1,419 -103	-7%	-$14.6K	﹤0.01%	796
2025 Q2	$212K	Buy	1,522 +26	+2%	+$3.73K	﹤0.01%	777
2025 Q1	$221K	Buy	+1,496	New	+$197K	﹤0.01%	715
2024 Q4	–	Sell	-1,980	Closed	-$289K	–	796
2024 Q3	$289K	Sell	1,980 -162	-8%	-$23K	﹤0.01%	628
2024 Q2	$277K	Buy	2,142 +451	+27%	+$57K	﹤0.01%	556
2024 Q1	$207K	Sell	1,691 -255	-13%	-$31.4K	﹤0.01%	596
2023 Q4	$257K	Sell	1,946 -144	-7%	-$18.2K	﹤0.01%	562
2023 Q3	$259K	Buy	2,090 +229	+12%	+$32.1K	﹤0.01%	511
2023 Q2	$266K	Sell	1,861 -106	-5%	-$15.6K	﹤0.01%	474
2023 Q1	$288K	Sell	1,967 -242	-11%	-$35.8K	﹤0.01%	449
2022 Q4	$337K	Buy	2,209 +157	+8%	+$22.7K	0.01%	438
2022 Q3	$267K	Sell	2,052 -52	-2%	-$7.83K	0.01%	432
2022 Q2	$313K	Buy	2,104 +569	+37%	+$86.7K	0.01%	391
2022 Q1	$254K	Sell	1,535 -286	-16%	-$45.3K	0.01%	378
2021 Q4	$344K	Sell	1,821 -631	-26%	-$110K	0.01%	394
2021 Q3	$415K	Buy	+2,452	New	+$429K	0.01%	395
2021 Q2	–	Sell	-5,587	Closed	-$838K	–	391
2021 Q1	$838K	Buy	5,587 +1,714	+44%	+$260K	0.02%	291
2020 Q4	$594K	Buy	3,873 +242	+7%	+$37.3K	0.02%	275
2020 Q3	$526K	Buy	+3,631	New	+$515K	0.03%	174
2019 Q1	–	Sell	-60	Closed	-$5K	–	109
2018 Q4	$5K	Buy	+60	New	+$5.48K	﹤0.01%	636

Other funds holding AWK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s AWK Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its American Water Works (AWK) stake by 34% in Q1 2026, selling an estimated $108K and leaving 1,593 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Wealthspire Advisors (New York) first reported a position in AWK in Q4 2018 and has held it in 22 quarters since. The position peaked at $838K in Q1 2021. 1,138 funds tracked by Wall St. Rank hold AWK as of Q1 2026.

Wealthspire Advisors (New York) held 1,593 shares of American Water Works worth $217K as of Q1 2026.
Wealthspire Advisors (New York) sold 814 American Water Works shares in Q1 2026, an estimated $108K.
American Water Works made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #836 holding.
Wealthspire Advisors (New York) first reported a position in American Water Works in Q4 2018 and has held it in 22 quarters since.
Wealthspire Advisors (New York)'s American Water Works position peaked at $838K in Q1 2021.
1,138 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.