Global Retirement Partners
MSEX icon

Global Retirement Partners’s Middlesex Water MSEX Stock Holding History

Global Retirement Partners’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 		$71.6K Buy
+1,274
New +$67K ﹤0.01% 2287
2025
Q4 		$64.7K Buy
1,282
+10
+0.8% +$538 ﹤0.01% 2199
2025
Q3 		$68.9K Hold
1,272
– – ﹤0.01% 1718
2025
Q2 		$68.9K Buy
+1,272
New +$75.3K ﹤0.01% 1604
2024
Q4 		$67K Sell
1,272
-234
-16% -$14.7K ﹤0.01% 1473
2024
Q3 		$98.3K Sell
1,506
-1
-0.1% -$62 ﹤0.01% 1246
2024
Q2 		$78.8K Buy
1,507
+101
+7% +$5.24K ﹤0.01% 1315
2024
Q1 		$73.8K Hold
1,406
– – ﹤0.01% 1220
2023
Q4 		$84.8K Sell
1,406
-94
-6% -$6.2K ﹤0.01% 1129
2023
Q3 		$97K Buy
1,500
+66
+5% +$5.08K ﹤0.01% 951
2023
Q2 		$116K Hold
1,434
– – 0.01% 882
2023
Q1 		$103K Buy
1,434
+1,418
+8,863% +$114K 0.01% 905
2022
Q4 		$1.26K Hold
16
– – ﹤0.01% 2516
2022
Q3 		$1K Buy
16
+9
+129% +$806 ﹤0.01% 2514
2022
Q2 		$1K Buy
+7
New +$627 ﹤0.01% 2483

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 $3.38T AUM 44.17% 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

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

Global Retirement Partners opened a new position in Middlesex Water (MSEX) in Q2 2026: 1,274 shares worth $71.6K. The stake represents ﹤0.01% of the portfolio and ranks #2287 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MSEX as recently as Q4 2025.

Global Retirement Partners first reported a position in MSEX in Q2 2022 and has held it in 15 quarters since. The position peaked at $116K in Q2 2023. 227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Global Retirement Partners held 1,274 shares of Middlesex Water worth $71.6K as of Q2 2026.
  • Middlesex Water was a new Global Retirement Partners position in Q2 2026.
  • Middlesex Water made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2287 holding.
  • Global Retirement Partners first reported a position in Middlesex Water in Q2 2022 and has held it in 15 quarters since.
  • Global Retirement Partners's Middlesex Water position peaked at $116K in Q2 2023.
  • 227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

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