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Gryphon Financial Partners’s Essential Utilities WTRG Stock Holding History

Gryphon Financial Partners’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
-7,253
Closed -$278K – 377
2025
Q4 		$278K Buy
+7,253
New +$285K 0.03% 287
2018
Q3 		– Sell
-175
Closed -$6K – 831
2018
Q2 		$6K Hold
175
– – ﹤0.01% 634
2018
Q1 		$6K Sell
175
-253
-59% -$8.81K ﹤0.01% 657
2017
Q4 		$17K Buy
+428
New +$15.6K 0.01% 437

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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Gryphon Financial Partners's WTRG Position: Q1 2026 in Review

Gryphon Financial Partners sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 7,253 shares — an estimated $278K sold.

Gryphon Financial Partners first reported a position in WTRG in Q4 2017 and held it in 4 quarters. The position peaked at $278K in Q4 2025. 696 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Gryphon Financial Partners reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Gryphon Financial Partners sold 7,253 Essential Utilities shares in Q1 2026, an estimated $278K.
  • Gryphon Financial Partners first reported a position in Essential Utilities in Q4 2017 and held it in 4 quarters.
  • Gryphon Financial Partners's Essential Utilities position peaked at $278K in Q4 2025.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Gryphon Financial Partners's 13F filing for Q1 2026, filed 6 May 2026.