49 Wealth Management’s Essential Utilities WTRG Stock Holding History

49 Wealth Management’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$207K	Buy	+5,416	New	+$207K	0.04%	173

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

49 Wealth Management's WTRG Position: Q2 2026 in Review

49 Wealth Management opened a new position in Essential Utilities (WTRG) in Q2 2026: 5,416 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #173 among its holdings.

697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

49 Wealth Management held 5,416 shares of Essential Utilities worth $207K as of Q2 2026.
Essential Utilities was a new 49 Wealth Management position in Q2 2026.
Essential Utilities made up 0.04% of 49 Wealth Management's portfolio in Q2 2026, its #173 holding.
697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.