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Larson Financial Group’s Middlesex Water MSEX Stock Holding History

Larson Financial Group’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 		$5K Buy
89
+27
+44% +$1.42K ﹤0.01% 2773
2026
Q1 		$3.2K Sell
62
-4
-6% -$211 ﹤0.01% 2796
2025
Q4 		$3.34K Buy
66
+8
+14% +$430 ﹤0.01% 2626
2025
Q3 		$3.13K Buy
58
+46
+383% +$2.46K ﹤0.01% 2526
2025
Q2 		$650 Buy
12
+3
+33% +$178 ﹤0.01% 2781
2025
Q1 		$577 Hold
9
– – ﹤0.01% 2539
2024
Q4 		$474 Buy
9
+5
+125% +$314 ﹤0.01% 2214
2024
Q3 		$261 Hold
4
– – ﹤0.01% 2292
2024
Q2 		$209 Buy
+4
New +$208 ﹤0.01% 2049

Other funds holding MSEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Larson Financial Group's MSEX Position: Q2 2026 in Review

Larson Financial Group increased its Middlesex Water (MSEX) stake by 44% in Q2 2026, buying an estimated $1.42K and bringing the position to 89 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #2773.

Larson Financial Group first reported a position in MSEX in Q2 2024 and has held it in 9 quarters since. 227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Larson Financial Group held 89 shares of Middlesex Water worth $5K as of Q2 2026.
  • Larson Financial Group bought 27 Middlesex Water shares in Q2 2026, an estimated $1.42K.
  • Middlesex Water made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2773 holding.
  • Larson Financial Group first reported a position in Middlesex Water in Q2 2024 and has held it in 9 quarters since.
  • 227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.