Quaker Wealth Management
MSEX icon

Quaker Wealth Management’s Middlesex Water MSEX Stock Holding History

Quaker Wealth Management’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 		$159 Hold
3
– – ﹤0.01% 876
2026
Q2 		$169 Hold
3
– – ﹤0.01% 891
2026
Q1 		$157 Hold
3
– – ﹤0.01% 887
2025
Q4 		$152 Hold
3
– – ﹤0.01% 898
2025
Q3 		$163 Hold
3
– – ﹤0.01% 796
2025
Q2 		$163 Buy
+3
New +$178 ﹤0.01% 821

Other funds holding MSEX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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

Quaker Wealth Management's MSEX Position: Q3 2026 in Review

Quaker Wealth Management held its Middlesex Water (MSEX) position steady in Q3 2026 at 3 shares worth $159. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Quaker Wealth Management first reported a position in MSEX in Q2 2025 and has held it in 6 quarters since. The position peaked at $169 in Q2 2026. 197 funds tracked by Wall St. Rank hold MSEX as of Q3 2026.

  • Quaker Wealth Management held 3 shares of Middlesex Water worth $159 as of Q3 2026.
  • Quaker Wealth Management left its Middlesex Water share count unchanged in Q3 2026.
  • Middlesex Water made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #876 holding.
  • Quaker Wealth Management first reported a position in Middlesex Water in Q2 2025 and has held it in 6 quarters since.
  • Quaker Wealth Management's Middlesex Water position peaked at $169 in Q2 2026.
  • 197 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.