GoalVest Advisory’s Essential Utilities WTRG Stock Holding History

GoalVest Advisory’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-659	Closed	-$25.3K	–	553
2025 Q4	$25.3K	Buy	+659	New	+$25.9K	﹤0.01%	316

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

GoalVest Advisory's WTRG Position: Q1 2026 in Review

GoalVest Advisory sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 659 shares — an estimated $25.3K sold.

GoalVest Advisory first reported a position in WTRG in Q4 2025 and held it in 1 quarter. The position peaked at $25.3K in Q4 2025. 696 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

GoalVest Advisory reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 659 Essential Utilities shares in Q1 2026, an estimated $25.3K.
GoalVest Advisory first reported a position in Essential Utilities in Q4 2025 and held it in 1 quarter.
GoalVest Advisory's Essential Utilities position peaked at $25.3K in Q4 2025.
696 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.