Position in AWK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,330,402
+$919,141 QoQ
Shares Held
10,111
+234.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#440
of 1,121 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AWK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Advisor OS, LLC holds $1,700,429 across 2 Utilities - Regulated Water names. AWK ranks #1 (78.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
10,111 | $1,330,402 | |
| 2 | HTO |
H2o America
|
6,089 | $370,027 |
All Filings in AWK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,330,402 | 10,111 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $411,261 | 3,022 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $220,413 | 1,689 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $309,657 | 2,226 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $331,624 | 2,248 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $309,481 | 2,486 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $406,545 | 2,780 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $345,243 | 2,673 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $397,547 | 3,253 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||