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 Q3	$2.81K	Hold	53	–	–	﹤0.01%	1861
2026 Q2	$2.98K	Buy	53 +30	+130%	+$1.58K	﹤0.01%	1311
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

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GIA

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Fortitude Family Office's MSEX Position: Q3 2026 in Review

Fortitude Family Office held its Middlesex Water (MSEX) position steady in Q3 2026 at 53 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

Fortitude Family Office first reported a position in MSEX in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.44K in Q4 2025. 20 funds tracked by Wall St. Rank hold MSEX as of Q3 2026.

Fortitude Family Office held 53 shares of Middlesex Water worth $2.81K as of Q3 2026.
Fortitude Family Office left its Middlesex Water share count unchanged in Q3 2026.
Middlesex Water made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1861 holding.
Fortitude Family Office first reported a position in Middlesex Water in Q2 2025 and has held it in 6 quarters since.
Fortitude Family Office's Middlesex Water position peaked at $4.44K in Q4 2025.
20 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.