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Clearstead Advisors’s Global Water Resources GWRS Stock Holding History

Clearstead Advisors’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 		$95 Buy
+13
New +$94 ﹤0.01% 3365
2025
Q4 		– Sell
-52
Closed -$536 – 2956
2025
Q3 		$536 Buy
+52
New +$519 ﹤0.01% 2728

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
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Clearstead Advisors's GWRS Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Global Water Resources (GWRS) in Q2 2026: 13 shares worth $95. The stake represents ﹤0.01% of the portfolio and ranks #3365 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in GWRS as recently as Q3 2025.

Clearstead Advisors first reported a position in GWRS in Q3 2025 and has held it in 2 quarters since. The position peaked at $536 in Q3 2025. 47 funds tracked by Wall St. Rank hold GWRS as of Q2 2026.

  • Clearstead Advisors held 13 shares of Global Water Resources worth $95 as of Q2 2026.
  • Global Water Resources was a new Clearstead Advisors position in Q2 2026.
  • Global Water Resources made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3365 holding.
  • Clearstead Advisors first reported a position in Global Water Resources in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Global Water Resources position peaked at $536 in Q3 2025.
  • 47 funds tracked by Wall St. Rank held Global Water Resources as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.