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WTRG icon

Olympiad Research’s Essential Utilities WTRG Stock Holding History

Olympiad Research’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.48M Hold
37,813
– – 1.92% 4
2026
Q2 		$1.45M Hold
37,813
– – 3.01% 7
2026
Q1 		$1.52M Buy
37,813
+11,757
+45% +$463K 4.64% 4
2025
Q4 		$1000K Buy
+26,056
New +$1.03M 2.66% 11

Other funds holding WTRG

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Olympiad Research's WTRG Position: Q3 2026 in Review

Olympiad Research held its Essential Utilities (WTRG) position steady in Q3 2026 at 37,813 shares worth $1.48M. The position accounts for 1.92% of the portfolio, ranked #4.

Olympiad Research first reported a position in WTRG in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.52M in Q1 2026. 490 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • Olympiad Research held 37,813 shares of Essential Utilities worth $1.48M as of Q3 2026.
  • Olympiad Research left its Essential Utilities share count unchanged in Q3 2026.
  • Essential Utilities made up 1.92% of Olympiad Research's portfolio in Q3 2026, its #4 holding.
  • Olympiad Research first reported a position in Essential Utilities in Q4 2025 and has held it in 4 quarters since.
  • Olympiad Research's Essential Utilities position peaked at $1.52M in Q1 2026.
  • 490 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Olympiad Research's 13F filing for Q3 2026, filed 4 Nov 2026.