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Stonebridge Financial Group (Pennsylvania)’s Global Water Resources GWRS Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-127
Closed -$1.31K – 511
2025
Q1 		$1.31K Buy
127
+1
+0.8% +$11 ﹤0.01% 804
2024
Q4 		$1.45K Buy
+126
New +$1.58K ﹤0.01% 760

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
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 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
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s GWRS Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Global Water Resources (GWRS) in Q2 2025, closing a stake of 127 shares — an estimated $1.31K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in GWRS in Q4 2024 and held it in 2 quarters. The position peaked at $1.45K in Q4 2024. 88 funds tracked by Wall St. Rank hold GWRS as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Global Water Resources position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 127 Global Water Resources shares in Q2 2025, an estimated $1.31K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Global Water Resources in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Global Water Resources position peaked at $1.45K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Global Water Resources as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.