ORG Wealth Partners
MSEX icon

ORG Wealth Partners’s Middlesex Water MSEX Stock Holding History

ORG Wealth Partners’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 		$741 Buy
+14
New +$795 ﹤0.01% 1881

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
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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

ORG Wealth Partners's MSEX Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Middlesex Water (MSEX) in Q3 2026: 14 shares worth $741. The stake represents ﹤0.01% of the portfolio and ranks #1881 among its holdings.

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

  • ORG Wealth Partners held 14 shares of Middlesex Water worth $741 as of Q3 2026.
  • Middlesex Water was a new ORG Wealth Partners position in Q3 2026.
  • Middlesex Water made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #1881 holding.
  • 197 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.