Armstrong Advisory Group’s Essential Utilities WTRG Stock Holding History

Armstrong Advisory Group’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 Q3	$304K	Hold	7,751	–	–	0.02%	193
2026 Q2	$297K	Hold	7,751	–	–	0.02%	206
2026 Q1	$312K	Sell	7,751 -173	-2%	-$6.81K	0.02%	187
2025 Q4	$304K	Hold	7,924	–	–	0.02%	182
2025 Q3	$316K	Buy	7,924 +85	+1%	+$3.24K	0.02%	172
2025 Q2	$291K	Hold	7,839	–	–	0.02%	165
2025 Q1	$285K	Hold	7,839	–	–	0.02%	156
2024 Q4	$285K	Hold	7,839	–	–	0.02%	156
2024 Q3	$302K	Buy	7,839 +100	+1%	+$3.93K	0.03%	150
2024 Q2	$289K	Hold	7,739	–	–	0.03%	145
2024 Q1	$289K	Hold	7,739	–	–	0.03%	146
2023 Q4	$289K	Hold	7,739	–	–	0.03%	146
2023 Q3	$266K	Hold	7,739	–	–	0.03%	141
2023 Q2	$309K	Buy	7,739 +6,420	+487%	+$269K	0.03%	126
2023 Q1	$57.6K	Hold	1,319	–	–	0.01%	305
2022 Q4	$63K	Buy	+1,319	New	+$59.7K	0.01%	283

Other funds holding WTRG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Armstrong Advisory Group's WTRG Position: Q3 2026 in Review

Armstrong Advisory Group held its Essential Utilities (WTRG) position steady in Q3 2026 at 7,751 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #193.

Armstrong Advisory Group first reported a position in WTRG in Q4 2022 and has held it in 16 quarters since. The position peaked at $316K in Q3 2025. 422 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

Armstrong Advisory Group held 7,751 shares of Essential Utilities worth $304K as of Q3 2026.
Armstrong Advisory Group left its Essential Utilities share count unchanged in Q3 2026.
Essential Utilities made up 0.02% of Armstrong Advisory Group's portfolio in Q3 2026, its #193 holding.
Armstrong Advisory Group first reported a position in Essential Utilities in Q4 2022 and has held it in 16 quarters since.
Armstrong Advisory Group's Essential Utilities position peaked at $316K in Q3 2025.
422 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.