SageView Advisory Group
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SageView Advisory Group’s Global Water Resources GWRS Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-360
Closed -$3.04K – 1342
2025
Q4 		$3.04K Buy
+360
New +$3.39K ﹤0.01% 2119

Other funds holding GWRS

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $401M AUM 14.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SageView Advisory Group's GWRS Position: Q1 2026 in Review

SageView Advisory Group sold out of Global Water Resources (GWRS) in Q1 2026, closing a stake of 360 shares — an estimated $3.04K sold.

SageView Advisory Group first reported a position in GWRS in Q4 2025 and held it in 1 quarter. The position peaked at $3.04K in Q4 2025. 98 funds tracked by Wall St. Rank hold GWRS as of Q1 2026.

  • SageView Advisory Group reported no remaining Global Water Resources position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 360 Global Water Resources shares in Q1 2026, an estimated $3.04K.
  • SageView Advisory Group first reported a position in Global Water Resources in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Global Water Resources position peaked at $3.04K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held Global Water Resources as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.