UBS Group’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $58.4M | Buy |
1,525,066
+448,314
| +42% | +$17.1M | 0.01% | 1591 |
|
|
2026
Q1 | $43.4M | Sell |
1,076,752
-28,250
| -3% | -$1.11M | 0.01% | 1792 |
|
|
2025
Q4 | $42.4M | Sell |
1,105,002
-237,477
| -18% | -$9.34M | 0.01% | 1785 |
|
|
2025
Q3 | $53.6M | Sell |
1,342,479
-211,497
| -14% | -$8.06M | 0.01% | 1556 |
|
|
2025
Q2 | $57.7M | Sell |
1,553,976
-72,696
| -4% | -$2.83M | 0.01% | 1383 |
|
|
2025
Q1 | $64.3M | Buy |
1,626,672
+141,875
| +10% | +$5.21M | 0.01% | 1253 |
|
|
2024
Q4 | $53.9M | Buy |
1,484,797
+693,889
| +88% | +$26.9M | 0.01% | 1396 |
|
|
2024
Q3 | $30.5M | Buy |
790,908
+191,939
| +32% | +$7.54M | 0.01% | 1507 |
|
|
2024
Q2 | $22.4M | Buy |
598,969
+97,646
| +19% | +$3.62M | 0.01% | 1596 |
|
|
2024
Q1 | $18.6M | Sell |
501,323
-724,526
| -59% | -$26.3M | ﹤0.01% | 1754 |
|
|
2023
Q4 | $45.8M | Buy |
1,225,849
+896,223
| +272% | +$31.3M | 0.01% | 1023 |
|
|
2023
Q3 | $11.3M | Sell |
329,626
-38,821
| -11% | -$1.5M | ﹤0.01% | 1895 |
|
|
2023
Q2 | $14.7M | Sell |
368,447
-108,854
| -23% | -$4.57M | 0.01% | 1685 |
|
|
2023
Q1 | $20.8M | Buy |
477,301
+123,100
| +35% | +$5.55M | 0.01% | 1361 |
|
|
2022
Q4 | $16.9M | Buy |
354,201
+66,517
| +23% | +$3.01M | 0.01% | 1539 |
|
|
2022
Q3 | $11.9M | Sell |
287,684
-6,261
| -2% | -$303K | 0.01% | 1648 |
|
|
2022
Q2 | $13.5M | Sell |
293,945
-47,400
| -14% | -$2.2M | 0.01% | 1607 |
|
|
2022
Q1 | $17.5M | Buy |
341,345
+9,544
| +3% | +$461K | 0.01% | 1531 |
|
|
2021
Q4 | $17.8M | Sell |
331,801
-1,636
| -0.5% | -$79.4K | 0.01% | 1667 |
|
|
2021
Q3 | $15.4M | Buy |
333,437
+31,598
| +10% | +$1.53M | ﹤0.01% | 1708 |
|
|
2021
Q2 | $13.8M | Sell |
301,839
-31,879
| -10% | -$1.5M | ﹤0.01% | 1779 |
|
|
2021
Q1 | $14.9M | Buy |
333,718
+42,682
| +15% | +$1.93M | 0.01% | 1638 |
|
|
2020
Q4 | $13.8M | Sell |
291,036
-15,201
| -5% | -$675K | ﹤0.01% | 1606 |
|
|
2020
Q3 | $12.3M | Sell |
306,237
-4,521
| -1% | -$194K | ﹤0.01% | 1512 |
|
|
2020
Q2 | $13.1M | Sell |
310,758
-32,087
| -9% | -$1.36M | 0.01% | 1333 |
|
|
2020
Q1 | $14M | Sell |
342,845
-94,620
| -22% | -$4.46M | 0.01% | 1189 |
|
|
2019
Q4 | $20.5M | Buy |
437,465
+35,782
| +9% | +$1.61M | 0.01% | 1359 |
|
|
2019
Q3 | $18M | Sell |
401,683
-25,616
| -6% | -$1.1M | 0.01% | 1325 |
|
|
2019
Q2 | $17.7M | Buy |
427,299
+46,788
| +12% | +$1.82M | 0.01% | 1299 |
|
|
2019
Q1 | $13.9M | Buy |
380,511
+34,945
| +10% | +$1.23M | 0.01% | 1419 |
|
|
2018
Q4 | $11.8M | Sell |
345,566
-1,532
| -0.4% | -$53.1K | 0.01% | 1440 |
|
|
2018
Q3 | $12.8M | Sell |
347,098
-2,181
| -0.6% | -$80.7K | 0.01% | 1561 |
|
|
2018
Q2 | $12.3M | Sell |
349,279
-5,169
| -1% | -$177K | 0.01% | 1566 |
|
|
2018
Q1 | $12.1M | Sell |
354,448
-3,479
| -1% | -$121K | 0.01% | 1540 |
|
|
2017
Q4 | $14M | Sell |
357,927
-11,623
| -3% | -$424K | 0.01% | 1456 |
|
|
2017
Q3 | $12.3M | Buy |
369,550
+12,651
| +4% | +$424K | 0.01% | 1448 |
|
|
2017
Q2 | $11.9M | Sell |
356,899
-4,005
| -1% | -$131K | 0.01% | 1398 |
|
|
2017
Q1 | $11.6M | Sell |
360,904
-7,914
| -2% | -$243K | 0.01% | 1379 |
|
|
2016
Q4 | $11.1M | Sell |
368,818
-14,582
| -4% | -$435K | 0.01% | 1421 |
|
|
2016
Q3 | $11.7M | Sell |
383,400
-18,294
| -5% | -$593K | 0.01% | 1307 |
|
|
2016
Q2 | $14.3M | Buy |
401,694
+11,530
| +3% | +$375K | 0.01% | 1146 |
|
|
2016
Q1 | $12.4M | Buy |
390,164
+54,968
| +16% | +$1.7M | 0.01% | 1185 |
|
|
2015
Q4 | $9.99M | Buy |
335,196
+25,052
| +8% | +$721K | 0.01% | 1396 |
|
|
2015
Q3 | $8.21M | Buy |
310,144
+9,099
| +3% | +$233K | 0.01% | 1545 |
|
|
2015
Q2 | $7.37M | Buy |
301,045
+4,845
| +2% | +$127K | ﹤0.01% | 1724 |
|
|
2015
Q1 | $7.8M | Sell |
296,200
-99,153
| -25% | -$2.64M | 0.01% | 1677 |
|
|
2014
Q4 | $10.6M | Buy |
+395,353
| New | +$10.2M | 0.01% | 1466 |
|
Other funds holding WTRG
AA
UBS Group's WTRG Position: Q2 2026 in Review
UBS Group increased its Essential Utilities (WTRG) stake by 42% in Q2 2026, buying an estimated $17.1M and bringing the position to 1,525,066 shares worth $58.4M. The position accounts for 0.01% of the portfolio, ranked #1591.
UBS Group first reported a position in WTRG in Q4 2014 and has held it in 47 quarters since. The position peaked at $64.3M in Q1 2025. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- UBS Group held 1,525,066 shares of Essential Utilities worth $58.4M as of Q2 2026.
- UBS Group bought 448,314 Essential Utilities shares in Q2 2026, an estimated $17.1M.
- Essential Utilities made up 0.01% of UBS Group's portfolio in Q2 2026, its #1591 holding.
- UBS Group first reported a position in Essential Utilities in Q4 2014 and has held it in 47 quarters since.
- UBS Group's Essential Utilities position peaked at $64.3M in Q1 2025.
- 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.