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Osbon Capital Management’s Essential Utilities WTRG Stock Holding History

Osbon Capital Management’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
Q2 		$1.42K Hold
37
– – ﹤0.01% 394
2026
Q1 		$1.49K Hold
37
– – ﹤0.01% 445
2025
Q4 		$1.42K Buy
+37
New +$1.46K ﹤0.01% 323

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Osbon Capital Management's WTRG Position: Q2 2026 in Review

Osbon Capital Management held its Essential Utilities (WTRG) position steady in Q2 2026 at 37 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Osbon Capital Management first reported a position in WTRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.49K in Q1 2026. 700 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Osbon Capital Management held 37 shares of Essential Utilities worth $1.42K as of Q2 2026.
  • Osbon Capital Management left its Essential Utilities share count unchanged in Q2 2026.
  • Essential Utilities made up ﹤0.01% of Osbon Capital Management's portfolio in Q2 2026, its #394 holding.
  • Osbon Capital Management first reported a position in Essential Utilities in Q4 2025 and has held it in 3 quarters since.
  • Osbon Capital Management's Essential Utilities position peaked at $1.49K in Q1 2026.
  • 700 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.