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Sequoia Financial Advisors’s Essential Utilities WTRG Stock Holding History

Sequoia Financial 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 		$1.5M Sell
39,212
-62
-0.2% -$2.37K 0.01% 758
2026
Q1 		$1.58M Sell
39,274
-5,186
-12% -$204K 0.01% 695
2025
Q4 		$1.71M Buy
44,460
+6,733
+18% +$265K 0.01% 638
2025
Q3 		$1.51M Buy
37,727
+7,822
+26% +$298K 0.01% 612
2025
Q2 		$1.11M Sell
29,905
-2,421
-7% -$94.3K 0.01% 650
2025
Q1 		$1.28M Sell
32,326
-239
-0.7% -$8.78K 0.01% 544
2024
Q4 		$1.18M Buy
32,565
+5,152
+19% +$200K 0.01% 530
2024
Q3 		$1.06M Sell
27,413
-124
-0.5% -$4.87K 0.01% 527
2024
Q2 		$1.03M Buy
27,537
+19,013
+223% +$705K 0.01% 476
2024
Q1 		$316K Buy
8,524
+2,349
+38% +$85.2K ﹤0.01% 836
2023
Q4 		$231K Buy
+6,175
New +$216K ﹤0.01% 1040

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Sequoia Financial Advisors's WTRG Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Essential Utilities (WTRG) stake by 0.16% in Q2 2026, selling an estimated $2.37K and leaving 39,212 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #758.

Sequoia Financial Advisors first reported a position in WTRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.71M in Q4 2025. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Sequoia Financial Advisors held 39,212 shares of Essential Utilities worth $1.5M as of Q2 2026.
  • Sequoia Financial Advisors sold 62 Essential Utilities shares in Q2 2026, an estimated $2.37K.
  • Essential Utilities made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #758 holding.
  • Sequoia Financial Advisors first reported a position in Essential Utilities in Q4 2023 and has held it in 11 quarters since.
  • Sequoia Financial Advisors's Essential Utilities position peaked at $1.71M in Q4 2025.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.