Financial Gravity Asset Management’s Essential Utilities WTRG Stock Holding History

Financial Gravity Asset 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 Q1	$403	Buy	10 +9	+900%	+$354	﹤0.01%	810
2025 Q4	$38	Hold	1	–	–	﹤0.01%	708
2025 Q3	$40	Buy	+1	New	+$38	﹤0.01%	908
2025 Q1	$712	Buy	+18	New	+$661	﹤0.01%	907
2024 Q2	$37	Buy	+1	New	+$37	﹤0.01%	1235
2024 Q1	–	Hold	0	–	–	–	1121
2023 Q4	–	Hold	0	–	–	–	1243
2019 Q4	$47K	Sell	23 -390	-94%	-$17.6K	0.03%	682
2019 Q3	$18K	Sell	413 -496	-55%	-$21.3K	0.02%	485
2019 Q2	$38K	Buy	909 +414	+84%	+$16.1K	0.03%	379
2019 Q1	$18K	Buy	+495	New	+$17.4K	0.01%	460
2018 Q3	$7K	Buy	200 +6	+3%	+$222	0.01%	664
2018 Q2	$7K	Buy	194 +37	+24%	+$1.27K	0.01%	667
2018 Q1	$6K	Buy	+157	New	+$5.47K	0.01%	700

Other funds holding WTRG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Financial Gravity Asset Management's WTRG Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Essential Utilities (WTRG) stake by 900% in Q1 2026, buying an estimated $354 and bringing the position to 10 shares worth $403. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Financial Gravity Asset Management first reported a position in WTRG in Q1 2018 and has held it in 12 quarters since. The position peaked at $47K in Q4 2019. 697 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

Financial Gravity Asset Management held 10 shares of Essential Utilities worth $403 as of Q1 2026.
Financial Gravity Asset Management bought 9 Essential Utilities shares in Q1 2026, an estimated $354.
Essential Utilities made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #810 holding.
Financial Gravity Asset Management first reported a position in Essential Utilities in Q1 2018 and has held it in 12 quarters since.
Financial Gravity Asset Management's Essential Utilities position peaked at $47K in Q4 2019.
697 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.