Matthew Hamilton Rosenberg’s Middlesex Water MSEX Stock Holding History

Matthew Hamilton Rosenberg’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	$13.7K	Hold	259	–	–	﹤0.01%	600
2026 Q2	$14.5K	Hold	259	–	–	﹤0.01%	584
2026 Q1	$13.5K	Hold	259	–	–	﹤0.01%	582
2025 Q4	$13.1K	Sell	259 -6	-2%	-$323	﹤0.01%	594
2025 Q3	$14.3K	Hold	265	–	–	﹤0.01%	590
2025 Q2	$14.4K	Hold	265	–	–	﹤0.01%	608
2025 Q1	$17K	Buy	+265	New	+$14.4K	﹤0.01%	558

Other funds holding MSEX

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GIA

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Matthew Hamilton Rosenberg's MSEX Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Middlesex Water (MSEX) position steady in Q3 2026 at 259 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Matthew Hamilton Rosenberg first reported a position in MSEX in Q1 2025 and has held it in 7 quarters since. The position peaked at $17K in Q1 2025. 23 funds tracked by Wall St. Rank hold MSEX as of Q3 2026.

Matthew Hamilton Rosenberg held 259 shares of Middlesex Water worth $13.7K as of Q3 2026.
Matthew Hamilton Rosenberg left its Middlesex Water share count unchanged in Q3 2026.
Middlesex Water made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #600 holding.
Matthew Hamilton Rosenberg first reported a position in Middlesex Water in Q1 2025 and has held it in 7 quarters since.
Matthew Hamilton Rosenberg's Middlesex Water position peaked at $17K in Q1 2025.
23 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.