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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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return

SageView Advisory Group's GWRS Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Global Water Resources (GWRS) in Q4 2025: 360 shares worth $3.04K. The stake represents ﹤0.01% of the portfolio and ranks #2119 among its holdings.

100 funds tracked by Wall St. Rank hold GWRS as of Q4 2025.

  • SageView Advisory Group held 360 shares of Global Water Resources worth $3.04K as of Q4 2025.
  • Global Water Resources was a new SageView Advisory Group position in Q4 2025.
  • Global Water Resources made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2119 holding.
  • 100 funds tracked by Wall St. Rank held Global Water Resources as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.