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Concord Wealth Partners’s Middlesex Water MSEX Stock Holding History

Concord Wealth Partners’s Portfolio MSEX Stock Details MSEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52K Buy
+925
New +$48.6K 0.01% 360
2026
Q1 		– Sell
-921
Closed -$46.4K – 572
2025
Q4 		$46.4K Buy
921
+2
+0.2% +$108 0.01% 335
2025
Q3 		$49.7K Buy
919
+2
+0.2% +$107 0.01% 338
2025
Q2 		$49.7K Buy
917
+2
+0.2% +$118 0.01% 343
2025
Q1 		$58.7K Buy
915
+2
+0.2% +$109 0.01% 298
2024
Q4 		$48K Buy
913
+2
+0.2% +$126 0.01% 336
2024
Q3 		$59.5K Buy
911
+1
+0.1% +$62 0.01% 312
2024
Q2 		$47.5K Buy
910
+2
+0.2% +$104 0.01% 315
2024
Q1 		$47.7K Buy
908
+2
+0.2% +$111 0.01% 358
2023
Q4 		$59.4K Buy
906
+2
+0.2% +$132 0.01% 335
2023
Q3 		$59.9K Buy
904
+1
+0.1% +$77 0.01% 355
2023
Q2 		$72.8K Buy
903
+1
+0.1% +$78 0.02% 309
2023
Q1 		$70.5K Buy
902
+1
+0.1% +$81 0.02% 300
2022
Q4 		$70.9K Buy
+901
New +$78.2K 0.02% 307
2022
Q3 		– Sell
-899
Closed -$79K – 747
2022
Q2 		$79K Sell
899
-203
-18% -$18.2K 0.02% 296
2022
Q1 		$116K Buy
1,102
+2
+0.2% +$204 0.03% 277
2021
Q4 		$132K Buy
1,100
+500
+83% +$53.1K 0.03% 262
2021
Q3 		$62K Hold
600
– – 0.03% 184
2021
Q2 		$49K Hold
600
– – 0.01% 359
2021
Q1 		$47K Hold
600
– – 0.02% 350
2020
Q4 		$43K Buy
+600
New +$41.5K 0.03% 228

Other funds holding MSEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Concord Wealth Partners's MSEX Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Middlesex Water (MSEX) in Q2 2026: 925 shares worth $52K. The stake represents 0.01% of the portfolio and ranks #360 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in MSEX as recently as Q4 2025.

Concord Wealth Partners first reported a position in MSEX in Q4 2020 and has held it in 21 quarters since. The position peaked at $132K in Q4 2021. 227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Concord Wealth Partners held 925 shares of Middlesex Water worth $52K as of Q2 2026.
  • Middlesex Water was a new Concord Wealth Partners position in Q2 2026.
  • Middlesex Water made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #360 holding.
  • Concord Wealth Partners first reported a position in Middlesex Water in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Middlesex Water position peaked at $132K in Q4 2021.
  • 227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.