Planning Strategies Inc.’s American Water Works AWK Stock Holding History

Planning Strategies Inc.’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	$27.6K	Buy	+210	New	+$27K	0.02%	208

Other funds holding AWK

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Eurizon Capital SGR SpA Milan $37.3B AUM

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

KeyBank National Association

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Planning Strategies Inc.'s AWK Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in American Water Works (AWK) in Q2 2026: 210 shares worth $27.6K. The stake represents 0.02% of the portfolio and ranks #208 among its holdings.

356 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

Planning Strategies Inc. held 210 shares of American Water Works worth $27.6K as of Q2 2026.
American Water Works was a new Planning Strategies Inc. position in Q2 2026.
American Water Works made up 0.02% of Planning Strategies Inc.'s portfolio in Q2 2026, its #208 holding.
356 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.