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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s WTRG Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) opened a new position in Essential Utilities (WTRG) in Q1 2026: 748,814 shares worth $30.2M. The stake represents 0.08% of the portfolio and ranks #123 among its holdings. This is a return to the name: Grantham, Mayo, Van Otterloo & Co (GMO) previously reported a position in WTRG as recently as Q2 2025.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in WTRG in Q1 2021 and has held it in 4 quarters since. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

Grantham, Mayo, Van Otterloo & Co (GMO) held 748,814 shares of Essential Utilities worth $30.2M as of Q1 2026.
Essential Utilities was a new Grantham, Mayo, Van Otterloo & Co (GMO) position in Q1 2026.
Essential Utilities made up 0.08% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q1 2026, its #123 holding.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Essential Utilities in Q1 2021 and has held it in 4 quarters since.
694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.