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EverSource Wealth Advisors’s Global Water Resources GWRS Stock Holding History

EverSource Wealth 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 		$2.17K Buy
300
+227
+311% +$1.64K ﹤0.01% 3692
2026
Q1 		$555 Buy
73
+16
+28% +$135 ﹤0.01% 4046
2025
Q4 		$482 Sell
57
-69
-55% -$649 ﹤0.01% 3884
2025
Q3 		$1.3K Buy
126
+104
+473% +$1.04K ﹤0.01% 3676
2025
Q2 		$224 Buy
+22
New +$226 ﹤0.01% 4044
2025
Q1 		– Sell
-2
Closed -$23 – 4094
2024
Q4 		$23 Buy
+2
New +$25 ﹤0.01% 3702

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 $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

EverSource Wealth Advisors's GWRS Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Global Water Resources (GWRS) stake by 311% in Q2 2026, buying an estimated $1.64K and bringing the position to 300 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #3692.

EverSource Wealth Advisors first reported a position in GWRS in Q4 2024 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold GWRS as of Q2 2026.

  • EverSource Wealth Advisors held 300 shares of Global Water Resources worth $2.17K as of Q2 2026.
  • EverSource Wealth Advisors bought 227 Global Water Resources shares in Q2 2026, an estimated $1.64K.
  • Global Water Resources made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3692 holding.
  • EverSource Wealth Advisors first reported a position in Global Water Resources in Q4 2024 and has held it in 6 quarters since.
  • 107 funds tracked by Wall St. Rank held Global Water Resources as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.