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Smartleaf Asset Management’s Middlesex Water MSEX Stock Holding History

Smartleaf Asset Management’s Portfolio MSEX Stock Details MSEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.36K Hold
60
– – ﹤0.01% 2823
2026
Q1 		$3.16K Sell
60
-113
-65% -$5.95K ﹤0.01% 2825
2025
Q4 		$8.81K Hold
173
– – ﹤0.01% 2449
2025
Q3 		$9.23K Buy
173
+8
+5% +$428 ﹤0.01% 2145
2025
Q2 		$8.99K Sell
165
-29
-15% -$1.72K ﹤0.01% 1861
2025
Q1 		$12.3K Sell
194
-227
-54% -$12.3K ﹤0.01% 1845
2024
Q4 		$22.4K Buy
421
+201
+91% +$12.6K ﹤0.01% 1587
2024
Q3 		$14.2K Buy
220
+94
+75% +$5.83K ﹤0.01% 1546
2024
Q2 		$6.66K Buy
+126
New +$6.54K ﹤0.01% 1650

Other funds holding MSEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Smartleaf Asset Management's MSEX Position: Q2 2026 in Review

Smartleaf Asset Management held its Middlesex Water (MSEX) position steady in Q2 2026 at 60 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2823.

Smartleaf Asset Management first reported a position in MSEX in Q2 2024 and has held it in 9 quarters since. The position peaked at $22.4K in Q4 2024. 227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Smartleaf Asset Management held 60 shares of Middlesex Water worth $3.36K as of Q2 2026.
  • Smartleaf Asset Management left its Middlesex Water share count unchanged in Q2 2026.
  • Middlesex Water made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2823 holding.
  • Smartleaf Asset Management first reported a position in Middlesex Water in Q2 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's Middlesex Water position peaked at $22.4K in Q4 2024.
  • 227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.