Avior Wealth Management’s Essential Utilities WTRG Stock Holding History

Avior Wealth Management’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	$214K	Buy	5,588 +48	+0.9%	+$1.83K	0.01%	741
2026 Q1	$223K	Buy	+5,540	New	+$218K	0.01%	773
2025 Q1	–	Sell	-26	Closed	-$944	–	2357
2024 Q4	$944	Sell	26 -239	-90%	-$9.28K	﹤0.01%	2203
2024 Q3	$10.2K	Sell	265 -1,182	-82%	-$46.5K	﹤0.01%	1553
2024 Q2	$54K	Buy	+1,447	New	+$53.7K	﹤0.01%	1063
2023 Q2	–	Sell	-17	Closed	-$760	–	1684
2023 Q1	$760	Hold	17	–	–	﹤0.01%	1483
2022 Q4	$825	Hold	17	–	–	﹤0.01%	1138
2022 Q3	$0	Hold	17	–	–	﹤0.01%	1305
2022 Q2	$0	Buy	+17	New	+$790	﹤0.01%	1241
2021 Q4	–	Sell	-1	Closed	–	–	1242
2021 Q3	$0	Hold	1	–	–	﹤0.01%	1194
2021 Q2	$0	Buy	+1	New	+$47	﹤0.01%	1148

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 $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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 $413B AUM 44.57% 1-Year Est. Return

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

Avior Wealth Management's WTRG Position: Q2 2026 in Review

Avior Wealth Management increased its Essential Utilities (WTRG) stake by 0.87% in Q2 2026, buying an estimated $1.83K and bringing the position to 5,588 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #741.

Avior Wealth Management first reported a position in WTRG in Q2 2021 and has held it in 11 quarters since. The position peaked at $223K in Q1 2026. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Avior Wealth Management held 5,588 shares of Essential Utilities worth $214K as of Q2 2026.
Avior Wealth Management bought 48 Essential Utilities shares in Q2 2026, an estimated $1.83K.
Essential Utilities made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #741 holding.
Avior Wealth Management first reported a position in Essential Utilities in Q2 2021 and has held it in 11 quarters since.
Avior Wealth Management's Essential Utilities position peaked at $223K in Q1 2026.
697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.