Westside Investment Management’s American Water Works AWK Stock Holding History

Westside Investment Management’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	$132K	Hold	1,000	–	–	0.02%	377
2026 Q1	$136K	Buy	+1,000	New	+$132K	0.02%	354
2025 Q4	–	Sell	-1,000	Closed	-$139K	–	1495
2025 Q3	$139K	Hold	1,000	–	–	0.02%	338
2025 Q2	$139K	Hold	1,000	–	–	0.03%	296
2025 Q1	$148K	Hold	1,000	–	–	0.03%	261
2024 Q4	$124K	Hold	1,000	–	–	0.03%	280
2024 Q3	$146K	Hold	1,000	–	–	0.03%	270
2024 Q2	$129K	Hold	1,000	–	–	0.03%	275
2024 Q1	$122K	Hold	1,000	–	–	0.03%	274
2023 Q4	$132K	Hold	1,000	–	–	0.03%	246
2023 Q3	$124K	Hold	1,000	–	–	0.04%	250
2023 Q2	$143K	Hold	1,000	–	–	0.04%	237
2023 Q1	$146K	Hold	1,000	–	–	0.04%	236
2022 Q4	$152	Hold	1,000	–	–	﹤0.01%	337
2022 Q3	$130	Hold	1,000	–	–	﹤0.01%	341
2022 Q2	$148	Hold	1,000	–	–	﹤0.01%	333
2022 Q1	$165	Buy	+1,000	New	+$158K	﹤0.01%	333

Other funds holding AWK

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Westside Investment Management's AWK Position: Q2 2026 in Review

Westside Investment Management held its American Water Works (AWK) position steady in Q2 2026 at 1,000 shares worth $132K. The position accounts for 0.02% of the portfolio, ranked #377.

Westside Investment Management first reported a position in AWK in Q1 2022 and has held it in 17 quarters since. The position peaked at $148K in Q1 2025. 1,125 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

Westside Investment Management held 1,000 shares of American Water Works worth $132K as of Q2 2026.
Westside Investment Management left its American Water Works share count unchanged in Q2 2026.
American Water Works made up 0.02% of Westside Investment Management's portfolio in Q2 2026, its #377 holding.
Westside Investment Management first reported a position in American Water Works in Q1 2022 and has held it in 17 quarters since.
Westside Investment Management's American Water Works position peaked at $148K in Q1 2025.
1,125 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.