Root Financial Partners’s Global Water Resources GWRS Stock Holding History

Root Financial Partners’s Portfolio GWRS Stock Details GWRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$278	Buy	+35	New	+$281	﹤0.01%	3423

Other funds holding GWRS

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Redmond Asset Management Henrico, Virginia $338M AUM 10.86% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Root Financial Partners's GWRS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Global Water Resources (GWRS) in Q3 2026: 35 shares worth $278. The stake represents ﹤0.01% of the portfolio and ranks #3423 among its holdings.

85 funds tracked by Wall St. Rank hold GWRS as of Q3 2026.

Root Financial Partners held 35 shares of Global Water Resources worth $278 as of Q3 2026.
Global Water Resources was a new Root Financial Partners position in Q3 2026.
Global Water Resources made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3423 holding.
85 funds tracked by Wall St. Rank held Global Water Resources as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.