Glenview Trust’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $317K | Sell |
8,274
-18
| -0.2% | -$687 | ﹤0.01% | 438 |
|
|
2026
Q1 | $334K | Buy |
8,292
+18
| +0.2% | +$709 | 0.01% | 420 |
|
|
2025
Q4 | $317K | Sell |
8,274
-450
| -5% | -$17.7K | ﹤0.01% | 424 |
|
|
2025
Q3 | $348K | Buy |
8,724
+1,746
| +25% | +$66.6K | 0.01% | 409 |
|
|
2025
Q2 | $259K | Buy |
6,978
+1,586
| +29% | +$61.8K | ﹤0.01% | 449 |
|
|
2025
Q1 | $213K | Buy |
+5,392
| New | +$198K | ﹤0.01% | 457 |
|
|
2024
Q4 | – | Sell |
-5,392
| Closed | -$208K | – | 499 |
|
|
2024
Q3 | $208K | Hold |
5,392
| – | – | ﹤0.01% | 462 |
|
|
2024
Q2 | $201K | Buy |
+5,392
| New | +$200K | ﹤0.01% | 456 |
|
|
2024
Q1 | – | Sell |
-5,451
| Closed | -$204K | – | 488 |
|
|
2023
Q4 | $204K | Buy |
+5,451
| New | +$190K | 0.01% | 457 |
|
|
2023
Q3 | – | Sell |
-5,392
| Closed | -$215K | – | 470 |
|
|
2023
Q2 | $215K | Hold |
5,392
| – | – | 0.01% | 441 |
|
|
2023
Q1 | $235K | Hold |
5,392
| – | – | 0.01% | 413 |
|
|
2022
Q4 | $257K | Hold |
5,392
| – | – | 0.01% | 388 |
|
|
2022
Q3 | $223K | Hold |
5,392
| – | – | 0.01% | 385 |
|
|
2022
Q2 | $247K | Hold |
5,392
| – | – | 0.01% | 371 |
|
|
2022
Q1 | $276K | Hold |
5,392
| – | – | 0.01% | 372 |
|
|
2021
Q4 | $289K | Hold |
5,392
| – | – | 0.01% | 370 |
|
|
2021
Q3 | $248K | Hold |
5,392
| – | – | 0.01% | 365 |
|
|
2021
Q2 | $246K | Hold |
5,392
| – | – | 0.01% | 372 |
|
|
2021
Q1 | $241K | Hold |
5,392
| – | – | 0.01% | 368 |
|
|
2020
Q4 | $255K | Sell |
5,392
-14
| -0.3% | -$622 | 0.01% | 316 |
|
|
2020
Q3 | $218K | Hold |
5,406
| – | – | 0.01% | 316 |
|
|
2020
Q2 | $228K | Hold |
5,406
| – | – | 0.01% | 302 |
|
|
2020
Q1 | $220K | Buy |
5,406
+14
| +0.3% | +$661 | 0.02% | 294 |
|
|
2019
Q4 | $253K | Hold |
5,392
| – | – | 0.01% | 313 |
|
|
2019
Q3 | $242K | Hold |
5,392
| – | – | 0.01% | 316 |
|
|
2019
Q2 | $223K | Buy |
+5,392
| New | +$210K | 0.01% | 310 |
|
|
2018
Q1 | – | Sell |
-5,947
| Closed | -$233K | – | 339 |
|
|
2017
Q4 | $233K | Buy |
+5,947
| New | +$217K | 0.02% | 314 |
|
Other funds holding WTRG
AA
Glenview Trust's WTRG Position: Q2 2026 in Review
Glenview Trust reduced its Essential Utilities (WTRG) stake by 0.22% in Q2 2026, selling an estimated $687 and leaving 8,274 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #438.
Glenview Trust first reported a position in WTRG in Q4 2017 and has held it in 27 quarters since. The position peaked at $348K in Q3 2025. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- Glenview Trust held 8,274 shares of Essential Utilities worth $317K as of Q2 2026.
- Glenview Trust sold 18 Essential Utilities shares in Q2 2026, an estimated $687.
- Essential Utilities made up ﹤0.01% of Glenview Trust's portfolio in Q2 2026, its #438 holding.
- Glenview Trust first reported a position in Essential Utilities in Q4 2017 and has held it in 27 quarters since.
- Glenview Trust's Essential Utilities position peaked at $348K in Q3 2025.
- 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.