Sanctuary Advisors’s Essential Utilities WTRG Stock Holding History

Sanctuary Advisors’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	$784K	Buy	20,454 +10,025	+96%	+$383K	﹤0.01%	1641
2026 Q1	$420K	Sell	10,429 -783	-7%	-$30.8K	﹤0.01%	1890
2025 Q4	$430K	Sell	11,212 -4,461	-28%	-$176K	﹤0.01%	1813
2025 Q3	$625K	Sell	15,673 -2,697	-15%	-$103K	﹤0.01%	1570
2025 Q2	$682K	Buy	18,370 +2,103	+13%	+$81.9K	﹤0.01%	1431
2025 Q1	$643K	Sell	16,267 -4,574	-22%	-$168K	﹤0.01%	1362
2024 Q4	$739K	Sell	20,841 -3,518	-14%	-$137K	﹤0.01%	1441
2024 Q3	$963K	Buy	24,359 +6,900	+40%	+$271K	0.01%	1266
2024 Q2	$630K	Buy	+17,459	New	+$648K	﹤0.01%	1478

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Sanctuary Advisors's WTRG Position: Q2 2026 in Review

Sanctuary Advisors increased its Essential Utilities (WTRG) stake by 96% in Q2 2026, buying an estimated $383K and bringing the position to 20,454 shares worth $784K. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

Sanctuary Advisors first reported a position in WTRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $963K in Q3 2024. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Sanctuary Advisors held 20,454 shares of Essential Utilities worth $784K as of Q2 2026.
Sanctuary Advisors bought 10,025 Essential Utilities shares in Q2 2026, an estimated $383K.
Essential Utilities made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1641 holding.
Sanctuary Advisors first reported a position in Essential Utilities in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Essential Utilities position peaked at $963K in Q3 2024.
698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.