Wiser Advisor Group’s American Water Works AWK Stock Holding History

Wiser Advisor Group’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	$4.52K	Hold	34	–	–	﹤0.01%	202
2026 Q1	$4.64K	Hold	34	–	–	0.01%	195
2025 Q4	$4.42K	Hold	34	–	–	0.01%	200
2025 Q3	$4.68K	Buy	+34	New	+$4.8K	0.01%	208
2025 Q2	–	Sell	-33	Closed	-$4.91K	–	61
2025 Q1	$4.91K	Hold	33	–	–	0.01%	209
2024 Q4	$4.12K	Hold	33	–	–	0.01%	216
2024 Q3	$4.81K	Hold	33	–	–	0.01%	213
2024 Q2	$4.23K	Buy	33 +1	+3%	+$126	0.01%	227
2024 Q1	$3.98K	Hold	32	–	–	0.01%	231
2023 Q4	$4.27K	Buy	+32	New	+$4.04K	0.01%	227

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

Wiser Advisor Group's AWK Position: Q2 2026 in Review

Wiser Advisor Group held its American Water Works (AWK) position steady in Q2 2026 at 34 shares worth $4.52K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

Wiser Advisor Group first reported a position in AWK in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.91K in Q1 2025. 1,123 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

Wiser Advisor Group held 34 shares of American Water Works worth $4.52K as of Q2 2026.
Wiser Advisor Group left its American Water Works share count unchanged in Q2 2026.
American Water Works made up ﹤0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #202 holding.
Wiser Advisor Group first reported a position in American Water Works in Q4 2023 and has held it in 10 quarters since.
Wiser Advisor Group's American Water Works position peaked at $4.91K in Q1 2025.
1,123 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.