SS&H Financial Advisors’s Essential Utilities WTRG Stock Holding History

SS&H 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	$424K	Buy	+11,074	New	+$423K	0.11%	104
2025 Q4	$425K	Hold	11,074	–	–	0.12%	100
2025 Q3	$442K	Hold	11,074	–	–	0.13%	100
2025 Q2	$411K	Hold	11,074	–	–	0.14%	96
2025 Q1	$438K	Hold	11,074	–	–	0.16%	92
2024 Q4	$403K	Hold	11,074	–	–	0.15%	100
2024 Q3	$427K	Hold	11,074	–	–	0.16%	101
2024 Q2	$413K	Hold	11,074	–	–	0.16%	101
2024 Q1	$410K	Hold	11,074	–	–	0.17%	97
2023 Q4	$414K	Hold	11,074	–	–	0.18%	97
2023 Q3	$380K	Buy	+11,074	New	+$429K	0.18%	96
2023 Q1	$527K	Sell	12,074 -1,000	-8%	-$45.1K	0.24%	85
2022 Q4	$624K	Hold	13,074	–	–	0.3%	75
2022 Q3	$541K	Hold	13,074	–	–	0.28%	75
2022 Q2	$599K	Hold	13,074	–	–	0.28%	76
2022 Q1	$668K	Buy	+13,074	New	+$631K	0.26%	80

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

SS&H Financial Advisors's WTRG Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Essential Utilities (WTRG) in Q2 2026: 11,074 shares worth $424K. The stake represents 0.11% of the portfolio and ranks #104 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in WTRG as recently as Q4 2025.

SS&H Financial Advisors first reported a position in WTRG in Q1 2022 and has held it in 16 quarters since. The position peaked at $668K in Q1 2022. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

SS&H Financial Advisors held 11,074 shares of Essential Utilities worth $424K as of Q2 2026.
Essential Utilities was a new SS&H Financial Advisors position in Q2 2026.
Essential Utilities made up 0.11% of SS&H Financial Advisors's portfolio in Q2 2026, its #104 holding.
SS&H Financial Advisors first reported a position in Essential Utilities in Q1 2022 and has held it in 16 quarters since.
SS&H Financial Advisors's Essential Utilities position peaked at $668K in Q1 2022.
702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.