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Arax Advisory Partners’s Middlesex Water MSEX Stock Holding History

Arax Advisory Partners’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 		$131K Buy
+2,330
New +$123K ﹤0.01% 2536
2026
Q1 		– Sell
-95
Closed -$4.79K – 4142
2025
Q4 		$4.79K Sell
95
-3,918
-98% -$211K ﹤0.01% 2882
2025
Q3 		$217K Buy
4,013
+3,861
+2,540% +$207K ﹤0.01% 1229
2025
Q2 		$8.24K Buy
152
+104
+217% +$6.16K ﹤0.01% 2051
2025
Q1 		$3.08K Hold
48
– – ﹤0.01% 1949
2024
Q4 		$2.53K Hold
48
– – ﹤0.01% 1953
2024
Q3 		$3.13K Sell
48
-22
-31% -$1.36K ﹤0.01% 1906
2024
Q2 		$3.66K Buy
+70
New +$3.63K ﹤0.01% 1723

Other funds holding MSEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arax Advisory Partners's MSEX Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Middlesex Water (MSEX) in Q2 2026: 2,330 shares worth $131K. The stake represents ﹤0.01% of the portfolio and ranks #2536 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in MSEX as recently as Q4 2025.

Arax Advisory Partners first reported a position in MSEX in Q2 2024 and has held it in 8 quarters since. The position peaked at $217K in Q3 2025. 226 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Arax Advisory Partners held 2,330 shares of Middlesex Water worth $131K as of Q2 2026.
  • Middlesex Water was a new Arax Advisory Partners position in Q2 2026.
  • Middlesex Water made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2536 holding.
  • Arax Advisory Partners first reported a position in Middlesex Water in Q2 2024 and has held it in 8 quarters since.
  • Arax Advisory Partners's Middlesex Water position peaked at $217K in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.