Abound Wealth Management’s Middlesex Water MSEX Stock Holding History

Abound Wealth Management’s Portfolio MSEX Stock Details MSEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$113	Hold	2	–	–	﹤0.01%	1261
2026 Q1	$105	Hold	2	–	–	﹤0.01%	1400
2025 Q4	$101	Hold	2	–	–	﹤0.01%	1378
2025 Q3	$109	Hold	2	–	–	﹤0.01%	1295
2025 Q2	$109	Sell	2 -1	-33%	-$59	﹤0.01%	1241
2025 Q1	$193	Sell	3 -1	-25%	-$54	﹤0.01%	998
2024 Q4	$211	Hold	4	–	–	﹤0.01%	1040
2024 Q3	$261	Sell	4 -1	-20%	-$62	﹤0.01%	1019
2024 Q2	$262	Hold	5	–	–	﹤0.01%	1027
2024 Q1	$263	Hold	5	–	–	﹤0.01%	1185
2023 Q4	$329	Hold	5	–	–	﹤0.01%	1118
2023 Q3	$332	Hold	5	–	–	﹤0.01%	975
2023 Q2	$404	Buy	+5	New	+$391	﹤0.01%	928

Other funds holding MSEX

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return