TWD
WTRG icon

True Wealth Design’s Essential Utilities WTRG Stock Holding History

True Wealth Design’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 		$19.2K Sell
502
-52
-9% -$1.99K ﹤0.01% 821
2026
Q1 		$22.3K Buy
554
+4
+0.7% +$157 0.01% 673
2025
Q4 		$21.1K Sell
550
-663
-55% -$26.1K 0.01% 589
2025
Q3 		$48.4K Buy
1,213
+710
+141% +$27.1K 0.01% 319
2025
Q2 		$18.7K Buy
503
+501
+25,050% +$19.5K 0.01% 404
2025
Q1 		$80 Sell
2
-13
-87% -$477 ﹤0.01% 2273
2024
Q4 		$545 Hold
15
– – ﹤0.01% 1079
2024
Q3 		$579 Buy
15
+3
+25% +$118 ﹤0.01% 1074
2024
Q2 		$448 Buy
12
+2
+20% +$74 ﹤0.01% 673
2024
Q1 		$371 Sell
10
-237
-96% -$8.59K ﹤0.01% 681
2023
Q4 		$9.23K Buy
247
+241
+4,017% +$8.41K ﹤0.01% 235
2023
Q3 		$206 Hold
6
– – ﹤0.01% 631
2023
Q2 		$240 Hold
6
– – ﹤0.01% 626
2023
Q1 		$262 Hold
6
– – ﹤0.01% 676
2022
Q4 		$286 Buy
+6
New +$272 ﹤0.01% 596

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 $416B AUM 44.19% 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

True Wealth Design's WTRG Position: Q2 2026 in Review

True Wealth Design reduced its Essential Utilities (WTRG) stake by 9.4% in Q2 2026, selling an estimated $1.99K and leaving 502 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

True Wealth Design first reported a position in WTRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $48.4K in Q3 2025. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • True Wealth Design held 502 shares of Essential Utilities worth $19.2K as of Q2 2026.
  • True Wealth Design sold 52 Essential Utilities shares in Q2 2026, an estimated $1.99K.
  • Essential Utilities made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #821 holding.
  • True Wealth Design first reported a position in Essential Utilities in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Essential Utilities position peaked at $48.4K in Q3 2025.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.