Alan B. Lancz & Associates’s Essential Utilities WTRG Stock Holding History

Alan B. Lancz & Associates’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	$490K	Hold	12,784	–	–	0.43%	62
2026 Q1	$515K	Hold	12,784	–	–	0.5%	52
2025 Q4	$490K	Hold	12,784	–	–	0.43%	56
2025 Q3	$510K	Buy	12,784 +3,100	+32%	+$118K	0.46%	55
2025 Q2	$360K	Buy	+9,684	New	+$377K	0.36%	75
2023 Q4	$203K	Sell	5,434 -500	-8%	-$17.5K	0.21%	123
2023 Q3	$204K	Hold	5,934	–	–	0.23%	118
2023 Q2	$237K	Sell	5,934 -300	-5%	-$12.6K	0.25%	109
2023 Q1	$272K	Hold	6,234	–	–	0.28%	102
2022 Q4	$304K	Hold	6,234	–	–	0.31%	98
2022 Q3	$258K	Hold	6,234	–	–	0.31%	98
2022 Q2	$324K	Hold	6,234	–	–	0.32%	95
2022 Q1	$319K	Hold	6,234	–	–	0.28%	100
2021 Q4	$335K	Buy	+6,234	New	+$303K	0.29%	92

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

Alan B. Lancz & Associates's WTRG Position: Q2 2026 in Review

Alan B. Lancz & Associates held its Essential Utilities (WTRG) position steady in Q2 2026 at 12,784 shares worth $490K. The position accounts for 0.43% of the portfolio, ranked #62.

Alan B. Lancz & Associates first reported a position in WTRG in Q4 2021 and has held it in 14 quarters since. The position peaked at $515K in Q1 2026. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Alan B. Lancz & Associates held 12,784 shares of Essential Utilities worth $490K as of Q2 2026.
Alan B. Lancz & Associates left its Essential Utilities share count unchanged in Q2 2026.
Essential Utilities made up 0.43% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #62 holding.
Alan B. Lancz & Associates first reported a position in Essential Utilities in Q4 2021 and has held it in 14 quarters since.
Alan B. Lancz & Associates's Essential Utilities position peaked at $515K in Q1 2026.
697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.