Atria Investments’s Essential Utilities WTRG Stock Holding History

Atria Investments’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	$1.02M	Sell	26,706 -8,492	-24%	-$324K	0.01%	1103
2026 Q1	$1.42M	Buy	35,198 +1,092	+3%	+$43K	0.02%	875
2025 Q4	$1.31M	Sell	34,106 -3,524	-9%	-$139K	0.01%	926
2025 Q3	$1.5M	Buy	37,630 +18,280	+94%	+$697K	0.02%	844
2025 Q2	$719K	Buy	+19,350	New	+$754K	0.01%	1223
2020 Q2	–	Sell	-8,203	Closed	-$334K	–	777
2020 Q1	$334K	Buy	+8,203	New	+$387K	0.03%	426

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Atria Investments's WTRG Position: Q2 2026 in Review

Atria Investments reduced its Essential Utilities (WTRG) stake by 24% in Q2 2026, selling an estimated $324K and leaving 26,706 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1103.

Atria Investments first reported a position in WTRG in Q1 2020 and has held it in 6 quarters since. The position peaked at $1.5M in Q3 2025. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Atria Investments held 26,706 shares of Essential Utilities worth $1.02M as of Q2 2026.
Atria Investments sold 8,492 Essential Utilities shares in Q2 2026, an estimated $324K.
Essential Utilities made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1103 holding.
Atria Investments first reported a position in Essential Utilities in Q1 2020 and has held it in 6 quarters since.
Atria Investments's Essential Utilities position peaked at $1.5M in Q3 2025.
702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

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