Integrated Wealth Concepts’s Middlesex Water MSEX Stock Holding History

Integrated Wealth Concepts’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
2026 Q2	$27.7K	Buy	+493	New	+$25.9K	﹤0.01%	3830

Other funds holding MSEX

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Integrated Wealth Concepts's MSEX Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Middlesex Water (MSEX) in Q2 2026: 493 shares worth $27.7K. The stake represents ﹤0.01% of the portfolio and ranks #3830 among its holdings.

226 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

Integrated Wealth Concepts held 493 shares of Middlesex Water worth $27.7K as of Q2 2026.
Middlesex Water was a new Integrated Wealth Concepts position in Q2 2026.
Middlesex Water made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3830 holding.
226 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.