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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

AWK holding history

American Water Works Company, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AWK overviewAll 13F holders of AWKFull Q2 2026 holdings

Shares (Q2 2026)
86,061
Value
$11.3M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AWK by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202686,061$11.3M<0.1%+17,235+25.0%AddedHolders
Q1 202668,826$9.37M<0.1%−6,558−8.7%ReducedHolders
Q4 202575,384$9.84M<0.1%+17,849+31.0%AddedHolders
Q3 202557,535$8.01M<0.1%+5,482+10.5%AddedHolders
Q2 202552,053$7.24M<0.1%+8,515+19.6%AddedHolders
Q1 202543,538$6.42M<0.1%+5,152+13.4%AddedHolders
Q4 202438,386$4.78M<0.1%+2,863+8.1%AddedHolders
Q3 202435,523$5.19M<0.1%+572+1.6%AddedHolders
Q2 202434,951$4.51M<0.1%+5,657+19.3%AddedHolders
Q1 202429,294$3.58M<0.1%−1,351−4.4%ReducedHolders
Q4 202330,645$4.04M<0.1%+1,129+3.8%AddedHolders
Q3 202329,516$3.65M<0.1%−1,294−4.2%ReducedHolders
Q2 202330,810$4.40M<0.1%+2,366+8.3%AddedHolders
Q1 202328,444$4.17M<0.1%+681+2.5%AddedHolders
Q4 202227,763$4.23M<0.1%+2,488+9.8%AddedHolders
Q3 202225,275$3.29M<0.1%+2,693+11.9%AddedHolders
Q2 202222,582$3.36M<0.1%+3,106+15.9%AddedHolders
Q1 202219,476$3.22M<0.1%+1,221+6.7%AddedHolders
Q4 202118,255$3.45M<0.1%+773+4.4%AddedHolders
Q3 202117,482$2.96M<0.1%+963+5.8%AddedHolders
Q2 202116,519$2.55M<0.1%−7,745−31.9%ReducedHolders
Q1 202124,264$3.64M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.