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Sunbelt Securities’s Global Water Resources GWRS Stock Holding History

Sunbelt Securities’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
2026
Q1 		$8 Sell
1
-2
-67% -$17 ﹤0.01% 2926
2025
Q4 		$25 Sell
3
-3
-50% -$28 ﹤0.01% 2718
2025
Q3 		$62 Buy
+6
New +$60 ﹤0.01% 2566

Other funds holding GWRS

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sunbelt Securities's GWRS Position: Q1 2026 in Review

Sunbelt Securities reduced its Global Water Resources (GWRS) stake by 67% in Q1 2026, selling an estimated $17 and leaving 1 share worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #2926.

Sunbelt Securities first reported a position in GWRS in Q3 2025 and has held it in 3 quarters since. The position peaked at $62 in Q3 2025. 98 funds tracked by Wall St. Rank hold GWRS as of Q1 2026.

  • Sunbelt Securities held 1 share of Global Water Resources worth $8 as of Q1 2026.
  • Sunbelt Securities sold 2 Global Water Resources shares in Q1 2026, an estimated $17.
  • Global Water Resources made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2926 holding.
  • Sunbelt Securities first reported a position in Global Water Resources in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Global Water Resources position peaked at $62 in Q3 2025.
  • 98 funds tracked by Wall St. Rank held Global Water Resources as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.