Grantham, Mayo, Van Otterloo & Co (GMO)’s Essential Utilities WTRG Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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 Q2	$37.6M	Buy	980,246 +231,432	+31%	+$8.84M	0.08%	101
2026 Q1	$30.2M	Buy	+748,814	New	+$29.5M	0.08%	123
2025 Q3	–	Sell	-18,930	Closed	-$703K	–	662
2025 Q2	$703K	Buy	18,930 +267	+1%	+$10.4K	﹤0.01%	510
2025 Q1	$738K	Buy	+18,663	New	+$685K	﹤0.01%	484
2021 Q2	–	Sell	-13,416	Closed	-$600K	–	863
2021 Q1	$600K	Buy	+13,416	New	+$606K	﹤0.01%	669

Other funds holding WTRG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

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

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s WTRG Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its Essential Utilities (WTRG) stake by 31% in Q2 2026, buying an estimated $8.84M and bringing the position to 980,246 shares worth $37.6M. The position accounts for 0.08% of the portfolio, ranked #101.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in WTRG in Q1 2021 and has held it in 5 quarters since. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Grantham, Mayo, Van Otterloo & Co (GMO) held 980,246 shares of Essential Utilities worth $37.6M as of Q2 2026.
Grantham, Mayo, Van Otterloo & Co (GMO) bought 231,432 Essential Utilities shares in Q2 2026, an estimated $8.84M.
Essential Utilities made up 0.08% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q2 2026, its #101 holding.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Essential Utilities in Q1 2021 and has held it in 5 quarters since.
699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.