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VSM Wealth Advisory’s Middlesex Water MSEX Stock Holding History

VSM Wealth Advisory’s Portfolio MSEX Stock Details MSEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.97K Hold
35
– – ﹤0.01% 452
2026
Q1 		$1.82K Hold
35
– – ﹤0.01% 449
2025
Q4 		$1.76K Hold
35
– – ﹤0.01% 412
2025
Q3 		$1.89K Hold
35
– – ﹤0.01% 406
2025
Q2 		$1.9K Hold
35
– – ﹤0.01% 472
2025
Q1 		$2.24K Hold
35
– – ﹤0.01% 454
2024
Q4 		$1.84K Buy
+35
New +$2.2K ﹤0.01% 436

Other funds holding MSEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VSM Wealth Advisory's MSEX Position: Q2 2026 in Review

VSM Wealth Advisory held its Middlesex Water (MSEX) position steady in Q2 2026 at 35 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

VSM Wealth Advisory first reported a position in MSEX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.24K in Q1 2025. 227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • VSM Wealth Advisory held 35 shares of Middlesex Water worth $1.97K as of Q2 2026.
  • VSM Wealth Advisory left its Middlesex Water share count unchanged in Q2 2026.
  • Middlesex Water made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #452 holding.
  • VSM Wealth Advisory first reported a position in Middlesex Water in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Middlesex Water position peaked at $2.24K in Q1 2025.
  • 227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.