Madrona Financial Services
MSEX icon

Madrona Financial Services’s Middlesex Water MSEX Stock Holding History

Madrona Financial Services’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
Q3 		$473K Buy
+8,937
New +$507K 0.07% 94

Other funds holding MSEX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Ledgewood Wealth Advisors
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

Madrona Financial Services's MSEX Position: Q3 2026 in Review

Madrona Financial Services opened a new position in Middlesex Water (MSEX) in Q3 2026: 8,937 shares worth $473K. The stake represents 0.07% of the portfolio and ranks #94 among its holdings.

197 funds tracked by Wall St. Rank hold MSEX as of Q3 2026.

  • Madrona Financial Services held 8,937 shares of Middlesex Water worth $473K as of Q3 2026.
  • Middlesex Water was a new Madrona Financial Services position in Q3 2026.
  • Middlesex Water made up 0.07% of Madrona Financial Services's portfolio in Q3 2026, its #94 holding.
  • 197 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.