Focus Partners Wealth
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Focus Partners Wealth’s Global Water Resources GWRS Stock Holding History

Focus Partners Wealth’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
2025
Q4 		– Sell
-25,443
Closed -$6.78M – 2742
2025
Q3 		$6.78M Buy
+25,443
New +$254K 0.01% 667

Other funds holding GWRS

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Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return

Focus Partners Wealth's GWRS Position: Q4 2025 in Review

Focus Partners Wealth sold out of Global Water Resources (GWRS) in Q4 2025, closing a stake of 25,443 shares — an estimated $6.78M sold.

Focus Partners Wealth first reported a position in GWRS in Q3 2025 and held it in 1 quarter. The position peaked at $6.78M in Q3 2025. 100 funds tracked by Wall St. Rank hold GWRS as of Q4 2025.

  • Focus Partners Wealth reported no remaining Global Water Resources position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 25,443 Global Water Resources shares in Q4 2025, an estimated $6.78M.
  • Focus Partners Wealth first reported a position in Global Water Resources in Q3 2025 and held it in 1 quarter.
  • Focus Partners Wealth's Global Water Resources position peaked at $6.78M in Q3 2025.
  • 100 funds tracked by Wall St. Rank held Global Water Resources as of Q4 2025.

Based on Focus Partners Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.