Whipplewood Advisors’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
2026
Q2
Sell
-222
Closed -$30.2K 670
2026
Q1
$30.2K Buy
222
+36
+19% +$4.76K 0.02% 330
2025
Q4
$24.3K Hold
186
0.02% 238
2025
Q3
$25.9K Sell
186
-52
-22% -$7.35K 0.02% 236
2025
Q2
$33.1K Sell
238
-23
-9% -$3.3K 0.02% 387
2025
Q1
$33.3K Buy
261
+35
+15% +$4.61K 0.02% 372
2024
Q4
$28.1K Buy
+226
New +$30.5K 0.02% 397

Other funds holding AWK

Whipplewood Advisors's AWK Position: Q2 2026 in Review

Whipplewood Advisors sold out of American Water Works (AWK) in Q2 2026, closing a stake of 222 shares — an estimated $30.2K sold.

Whipplewood Advisors first reported a position in AWK in Q4 2024 and held it in 6 quarters. The position peaked at $33.3K in Q1 2025. 1,125 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Whipplewood Advisors reported no remaining American Water Works position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 222 American Water Works shares in Q2 2026, an estimated $30.2K.
  • Whipplewood Advisors first reported a position in American Water Works in Q4 2024 and held it in 6 quarters.
  • Whipplewood Advisors's American Water Works position peaked at $33.3K in Q1 2025.
  • 1,125 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.