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Global Retirement Partners’s Global Water Resources GWRS Stock Holding History

Global Retirement Partners’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
2026
Q2 		$60.3K Buy
+8,323
New +$60.2K ﹤0.01% 2397
2025
Q4 		$64.6K Hold
7,649
– – ﹤0.01% 2200
2025
Q3 		$78.8K Hold
7,649
– – ﹤0.01% 1633
2025
Q2 		$77.9K Buy
+7,649
New +$78.6K ﹤0.01% 1544
2024
Q4 		$88K Sell
7,649
-1,500
-16% -$18.8K ﹤0.01% 1344
2024
Q3 		$115K Hold
9,149
– – ﹤0.01% 1173
2024
Q2 		$111K Hold
9,149
– – ﹤0.01% 1136
2024
Q1 		$117K Hold
9,149
– – ﹤0.01% 1014
2023
Q4 		$113K Buy
9,149
+801
+10% +$9.01K ﹤0.01% 984
2023
Q3 		$81.1K Buy
8,348
+510
+7% +$5.99K ﹤0.01% 1019
2023
Q2 		$99.4K Hold
7,838
– – ﹤0.01% 956
2023
Q1 		$85.2K Buy
+7,838
New +$106K ﹤0.01% 987

Other funds holding GWRS

TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $401M AUM 14.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Global Retirement Partners's GWRS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Global Water Resources (GWRS) in Q2 2026: 8,323 shares worth $60.3K. The stake represents ﹤0.01% of the portfolio and ranks #2397 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in GWRS as recently as Q4 2025.

Global Retirement Partners first reported a position in GWRS in Q1 2023 and has held it in 12 quarters since. The position peaked at $117K in Q1 2024. 107 funds tracked by Wall St. Rank hold GWRS as of Q2 2026.

  • Global Retirement Partners held 8,323 shares of Global Water Resources worth $60.3K as of Q2 2026.
  • Global Water Resources was a new Global Retirement Partners position in Q2 2026.
  • Global Water Resources made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2397 holding.
  • Global Retirement Partners first reported a position in Global Water Resources in Q1 2023 and has held it in 12 quarters since.
  • Global Retirement Partners's Global Water Resources position peaked at $117K in Q1 2024.
  • 107 funds tracked by Wall St. Rank held Global Water Resources as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.