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Allied Private Wealth’s Global Water Resources GWRS Stock Holding History

Allied Private Wealth’s Portfolio GWRS Stock Details GWRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25K Buy
+180
New +$1.3K ﹤0.01% 787

Other funds holding GWRS

TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $401M AUM 14.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Allied Private Wealth's GWRS Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Global Water Resources (GWRS) in Q2 2026: 180 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #787 among its holdings.

108 funds tracked by Wall St. Rank hold GWRS as of Q2 2026.

  • Allied Private Wealth held 180 shares of Global Water Resources worth $1.25K as of Q2 2026.
  • Global Water Resources was a new Allied Private Wealth position in Q2 2026.
  • Global Water Resources made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #787 holding.
  • 108 funds tracked by Wall St. Rank held Global Water Resources as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.