AAP
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Arax Advisory Partners’s Essential Utilities WTRG Stock Holding History

Arax Advisory Partners’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 		$3.4M Buy
88,802
+87,556
+7,027% +$3.34M 0.02% 614
2026
Q1 		$50.2K Sell
1,246
-827
-40% -$32.6K ﹤0.01% 1696
2025
Q4 		$79.5K Sell
2,073
-20,125
-91% -$792K ﹤0.01% 1417
2025
Q3 		$886K Buy
22,198
+21,656
+3,996% +$825K 0.01% 685
2025
Q2 		$20.1K Buy
542
+1
+0.2% +$39 ﹤0.01% 1663
2025
Q1 		$21.4K Sell
541
-619
-53% -$22.7K ﹤0.01% 1280
2024
Q4 		$42.1K Sell
1,160
-466
-29% -$18.1K ﹤0.01% 953
2024
Q3 		$62.7K Buy
1,626
+1
+0.1% +$39 0.01% 632
2024
Q2 		$60.7K Buy
1,625
+1,509
+1,301% +$56K 0.01% 598
2024
Q1 		$4.3K Buy
116
+1
+0.9% +$36 ﹤0.01% 934
2023
Q4 		$4.29K Buy
+115
New +$4.01K ﹤0.01% 913
2021
Q3 		– Sell
-300
Closed -$14K – 1084
2021
Q2 		$14K Buy
+300
New +$14.1K ﹤0.01% 622
2020
Q3 		– Sell
-143
Closed -$6K – 717
2020
Q2 		$6K Buy
+143
New +$6.04K ﹤0.01% 586
2020
Q1 		– Sell
-222
Closed -$10K – 724
2019
Q4 		$10K Buy
222
+1
+0.5% +$45 ﹤0.01% 468
2019
Q3 		$10K Sell
221
-220
-50% -$9.44K ﹤0.01% 463
2019
Q2 		$18K Buy
+441
New +$17.2K 0.01% 421
2018
Q4 		$28K Buy
808
+2
+0.2% +$69 0.01% 337
2018
Q3 		$30K Buy
+806
New +$29.8K 0.01% 356

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

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

Arax Advisory Partners increased its Essential Utilities (WTRG) stake by 7,027% in Q2 2026, buying an estimated $3.34M and bringing the position to 88,802 shares worth $3.4M. The position accounts for 0.02% of the portfolio, ranked #614.

Arax Advisory Partners first reported a position in WTRG in Q3 2018 and has held it in 18 quarters since. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Arax Advisory Partners held 88,802 shares of Essential Utilities worth $3.4M as of Q2 2026.
  • Arax Advisory Partners bought 87,556 Essential Utilities shares in Q2 2026, an estimated $3.34M.
  • Essential Utilities made up 0.02% of Arax Advisory Partners's portfolio in Q2 2026, its #614 holding.
  • Arax Advisory Partners first reported a position in Essential Utilities in Q3 2018 and has held it in 18 quarters since.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

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