MIM
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MTM Investment Management’s ESS Tech GWH Stock Holding History

MTM Investment Management’s Portfolio GWH Stock Details GWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38 Hold
40
– – ﹤0.01% 706
2026
Q1 		$47 Hold
40
– – ﹤0.01% 705
2025
Q4 		$75 Hold
40
– – ﹤0.01% 704
2025
Q3 		$61 Hold
40
– – ﹤0.01% 722
2025
Q2 		$53 Buy
+40
New +$75 ﹤0.01% 726

Other funds holding GWH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAS
PKS Advisory Services Albany, New York $627M AUM 25.97% 1-Year Est. Return
PWA
Primoris Wealth Advisors North Palm Beach, Florida $219M AUM 77.87% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

MTM Investment Management's GWH Position: Q2 2026 in Review

MTM Investment Management held its ESS Tech (GWH) position steady in Q2 2026 at 40 shares worth $38. The position accounts for ﹤0.01% of the portfolio, ranked #706.

MTM Investment Management first reported a position in GWH in Q2 2025 and has held it in 5 quarters since. The position peaked at $75 in Q4 2025. 14 funds tracked by Wall St. Rank hold GWH as of Q2 2026.

  • MTM Investment Management held 40 shares of ESS Tech worth $38 as of Q2 2026.
  • MTM Investment Management left its ESS Tech share count unchanged in Q2 2026.
  • ESS Tech made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #706 holding.
  • MTM Investment Management first reported a position in ESS Tech in Q2 2025 and has held it in 5 quarters since.
  • MTM Investment Management's ESS Tech position peaked at $75 in Q4 2025.
  • 14 funds tracked by Wall St. Rank held ESS Tech as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.