Armstrong Advisory Group’s Middlesex Water MSEX Stock Holding History

Armstrong Advisory Group’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	$200K	Buy	3,553 +6	+0.2%	+$316	0.01%	244
2026 Q1	$185K	Buy	3,547 +6	+0.2%	+$316	0.01%	248
2025 Q4	$179K	Buy	3,541 +7	+0.2%	+$376	0.01%	240
2025 Q3	$191K	Sell	3,534 -17	-0.5%	-$910	0.01%	219
2025 Q2	$192K	Sell	3,551 -52	-1%	-$3.08K	0.01%	209
2025 Q1	$190K	Hold	3,603	–	–	0.02%	198
2024 Q4	$190K	Sell	3,603 -513	-12%	-$32.2K	0.02%	198
2024 Q3	$269K	Buy	4,116 +5	+0.1%	+$310	0.02%	156
2024 Q2	$215K	Sell	4,111 -1,457	-26%	-$75.6K	0.02%	175
2024 Q1	$365K	Hold	5,568	–	–	0.04%	122
2023 Q4	$365K	Sell	5,568 -140	-2%	-$9.23K	0.04%	122
2023 Q3	$378K	Hold	5,708	–	–	0.04%	112
2023 Q2	$460K	Hold	5,708	–	–	0.05%	98
2023 Q1	$446K	Hold	5,708	–	–	0.05%	97
2022 Q4	$449K	Buy	+5,708	New	+$495K	0.06%	94

Other funds holding MSEX

LWA

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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

CSB

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

VCM

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

BIAS

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

AFC

Ares Financial Consulting Calabasas, California $139M AUM

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Armstrong Advisory Group's MSEX Position: Q2 2026 in Review

Armstrong Advisory Group increased its Middlesex Water (MSEX) stake by 0.17% in Q2 2026, buying an estimated $316 and bringing the position to 3,553 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #244.

Armstrong Advisory Group first reported a position in MSEX in Q4 2022 and has held it in 15 quarters since. The position peaked at $460K in Q2 2023. 18 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

Armstrong Advisory Group held 3,553 shares of Middlesex Water worth $200K as of Q2 2026.
Armstrong Advisory Group bought 6 Middlesex Water shares in Q2 2026, an estimated $316.
Middlesex Water made up 0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #244 holding.
Armstrong Advisory Group first reported a position in Middlesex Water in Q4 2022 and has held it in 15 quarters since.
Armstrong Advisory Group's Middlesex Water position peaked at $460K in Q2 2023.
18 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.