NewEdge Advisors’s ESS Tech GWH Stock Holding History

NewEdge Advisors’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	$68	Hold	72	–	–	﹤0.01%	4151
2026 Q1	$84	Hold	72	–	–	﹤0.01%	4090
2025 Q4	$135	Hold	72	–	–	﹤0.01%	4150
2025 Q3	$110	Hold	72	–	–	﹤0.01%	4031
2025 Q2	$95	Hold	72	–	–	﹤0.01%	3909
2025 Q1	$234	Hold	72	–	–	﹤0.01%	3790
2024 Q4	$423	Sell	72 -2	-3%	-$13	﹤0.01%	3677
2024 Q3	$468	Sell	74 -3	-4%	-$27	﹤0.01%	3610
2024 Q2	$945	Hold	77	–	–	﹤0.01%	3478
2024 Q1	$836	Hold	77	–	–	﹤0.01%	3530
2023 Q4	$1.32K	Sell	77 -25	-25%	-$508	﹤0.01%	3412
2023 Q3	$2.88K	Hold	102	–	–	﹤0.01%	2966
2023 Q2	$2.25K	Buy	102 +100	+5,000%	+$1.81K	﹤0.01%	3058
2023 Q1	$51	Hold	2	–	–	﹤0.01%	3360
2022 Q4	$0	Buy	+2	New	+$103	﹤0.01%	4132

Other funds holding GWH

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

GAA

Green Alpha Advisors Niwot, Colorado $149M AUM 118.1% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

NewEdge Advisors's GWH Position: Q2 2026 in Review

NewEdge Advisors held its ESS Tech (GWH) position steady in Q2 2026 at 72 shares worth $68. The position accounts for ﹤0.01% of the portfolio, ranked #4151.

NewEdge Advisors first reported a position in GWH in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.88K in Q3 2023. 33 funds tracked by Wall St. Rank hold GWH as of Q2 2026.

NewEdge Advisors held 72 shares of ESS Tech worth $68 as of Q2 2026.
NewEdge Advisors left its ESS Tech share count unchanged in Q2 2026.
ESS Tech made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #4151 holding.
NewEdge Advisors first reported a position in ESS Tech in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's ESS Tech position peaked at $2.88K in Q3 2023.
33 funds tracked by Wall St. Rank held ESS Tech as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.