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Gilpin Wealth Management’s Middlesex Water MSEX Stock Holding History

Gilpin Wealth Management’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
Q2 		$113 Sell
2
-5
-71% -$263 ﹤0.01% 1011
2026
Q1 		$365 Buy
7
+5
+250% +$263 ﹤0.01% 710
2025
Q4 		$101 Buy
+2
New +$108 ﹤0.01% 831

Other funds holding MSEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gilpin Wealth Management's MSEX Position: Q2 2026 in Review

Gilpin Wealth Management reduced its Middlesex Water (MSEX) stake by 71% in Q2 2026, selling an estimated $263 and leaving 2 shares worth $113. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Gilpin Wealth Management first reported a position in MSEX in Q4 2025 and has held it in 3 quarters since. The position peaked at $365 in Q1 2026. 226 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Gilpin Wealth Management held 2 shares of Middlesex Water worth $113 as of Q2 2026.
  • Gilpin Wealth Management sold 5 Middlesex Water shares in Q2 2026, an estimated $263.
  • Middlesex Water made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #1011 holding.
  • Gilpin Wealth Management first reported a position in Middlesex Water in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Middlesex Water position peaked at $365 in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

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