KOC
WTRG icon

Koss-Olinger Consulting’s Essential Utilities WTRG Stock Holding History

Koss-Olinger Consulting’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 		– Sell
-19,901
Closed -$801K – 259
2026
Q1 		$801K Sell
19,901
-642
-3% -$25.3K 0.07% 115
2025
Q4 		$788K Sell
20,543
-6,243
-23% -$246K 0.06% 113
2025
Q3 		$995K Sell
26,786
-30
-0.1% -$1.14K 0.08% 122
2025
Q2 		$996K Sell
26,816
-816
-3% -$31.8K 0.08% 122
2025
Q1 		$1.09M Buy
27,632
+16,622
+151% +$610K 0.09% 111
2024
Q4 		$400K Buy
+11,010
New +$427K 0.04% 144

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Koss-Olinger Consulting's WTRG Position: Q2 2026 in Review

Koss-Olinger Consulting sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 19,901 shares — an estimated $801K sold.

Koss-Olinger Consulting first reported a position in WTRG in Q4 2024 and held it in 6 quarters. The position peaked at $1.09M in Q1 2025. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Koss-Olinger Consulting reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
  • Koss-Olinger Consulting sold 19,901 Essential Utilities shares in Q2 2026, an estimated $801K.
  • Koss-Olinger Consulting first reported a position in Essential Utilities in Q4 2024 and held it in 6 quarters.
  • Koss-Olinger Consulting's Essential Utilities position peaked at $1.09M in Q1 2025.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.