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GPS Wealth Strategies Group’s Middlesex Water MSEX Stock Holding History

GPS Wealth Strategies Group’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
2025
Q4 		– Sell
-21
Closed -$1.11K – 1198
2025
Q3 		$1.11K Buy
21
+1
+5% +$54 ﹤0.01% 1462
2025
Q2 		$1.11K Hold
20
– – ﹤0.01% 1416
2025
Q1 		$1.3K Hold
20
– – ﹤0.01% 1353
2024
Q4 		$1.06K Hold
20
– – ﹤0.01% 1290
2024
Q3 		$1.31K Hold
20
– – ﹤0.01% 1271
2024
Q2 		$1.04K Buy
+20
New +$1.04K ﹤0.01% 1257
2021
Q4 		– Sell
-170
Closed -$17K – 1094
2021
Q3 		$17K Hold
170
– – ﹤0.01% 604
2021
Q2 		$14K Hold
170
– – ﹤0.01% 671
2021
Q1 		$13K Buy
+170
New +$12.9K ﹤0.01% 629

Other funds holding MSEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GPS Wealth Strategies Group's MSEX Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Middlesex Water (MSEX) in Q4 2025, closing a stake of 21 shares — an estimated $1.11K sold.

GPS Wealth Strategies Group first reported a position in MSEX in Q1 2021 and held it in 9 quarters. The position peaked at $17K in Q3 2021. 201 funds tracked by Wall St. Rank hold MSEX as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Middlesex Water position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 21 Middlesex Water shares in Q4 2025, an estimated $1.11K.
  • GPS Wealth Strategies Group first reported a position in Middlesex Water in Q1 2021 and held it in 9 quarters.
  • GPS Wealth Strategies Group's Middlesex Water position peaked at $17K in Q3 2021.
  • 201 funds tracked by Wall St. Rank held Middlesex Water as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.