FFO
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Fortitude Family Office’s Middlesex Water MSEX Stock Holding History

Fortitude Family Office’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
Q1 		$1.2K Sell
23
-65
-74% -$3.42K ﹤0.01% 1459
2025
Q4 		$4.44K Buy
88
+79
+878% +$4.25K ﹤0.01% 858
2025
Q3 		$487 Buy
9
+1
+13% +$54 ﹤0.01% 1817
2025
Q2 		$433 Buy
+8
New +$474 ﹤0.01% 1870

Other funds holding MSEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fortitude Family Office's MSEX Position: Q1 2026 in Review

Fortitude Family Office reduced its Middlesex Water (MSEX) stake by 74% in Q1 2026, selling an estimated $3.42K and leaving 23 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

Fortitude Family Office first reported a position in MSEX in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.44K in Q4 2025. 219 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

  • Fortitude Family Office held 23 shares of Middlesex Water worth $1.2K as of Q1 2026.
  • Fortitude Family Office sold 65 Middlesex Water shares in Q1 2026, an estimated $3.42K.
  • Middlesex Water made up ﹤0.01% of Fortitude Family Office's portfolio in Q1 2026, its #1459 holding.
  • Fortitude Family Office first reported a position in Middlesex Water in Q2 2025 and has held it in 4 quarters since.
  • Fortitude Family Office's Middlesex Water position peaked at $4.44K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.