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Atria Investments’s Global Water Resources GWRS Stock Holding History

Atria Investments’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 		$210K Sell
29,052
-3,300
-10% -$23.9K ﹤0.01% 2047
2026
Q1 		$246K Buy
32,352
+10,679
+49% +$89.9K ﹤0.01% 1874
2025
Q4 		$183K Sell
21,673
-17,632
-45% -$166K ﹤0.01% 1979
2025
Q3 		$405K Buy
39,305
+23,570
+150% +$235K ﹤0.01% 1548
2025
Q2 		$160K Buy
+15,735
New +$162K ﹤0.01% 1942

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

Atria Investments's GWRS Position: Q2 2026 in Review

Atria Investments reduced its Global Water Resources (GWRS) stake by 10% in Q2 2026, selling an estimated $23.9K and leaving 29,052 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #2047.

Atria Investments first reported a position in GWRS in Q2 2025 and has held it in 5 quarters since. The position peaked at $405K in Q3 2025. 107 funds tracked by Wall St. Rank hold GWRS as of Q2 2026.

  • Atria Investments held 29,052 shares of Global Water Resources worth $210K as of Q2 2026.
  • Atria Investments sold 3,300 Global Water Resources shares in Q2 2026, an estimated $23.9K.
  • Global Water Resources made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #2047 holding.
  • Atria Investments first reported a position in Global Water Resources in Q2 2025 and has held it in 5 quarters since.
  • Atria Investments's Global Water Resources position peaked at $405K in Q3 2025.
  • 107 funds tracked by Wall St. Rank held Global Water Resources as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.