Westside Investment Management’s Essential Utilities WTRG Stock Holding History

Westside Investment Management’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	$17.4K	Hold	454	–	–	﹤0.01%	966
2026 Q1	$18.6K	Hold	454	–	–	﹤0.01%	925
2025 Q4	$17.6K	Hold	454	–	–	﹤0.01%	918
2025 Q3	$17.6K	Buy	454 +227	+100%	+$8.65K	﹤0.01%	930
2025 Q2	$8.55K	Buy	+227	New	+$8.84K	﹤0.01%	993
2023 Q2	–	Sell	-156	Closed	-$6.81K	–	858
2023 Q1	$6.81K	Hold	156	–	–	﹤0.01%	658
2022 Q4	$7	Hold	156	–	–	﹤0.01%	662
2022 Q3	$6	Buy	+156	New	+$7.56K	﹤0.01%	676

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Westside Investment Management's WTRG Position: Q2 2026 in Review

Westside Investment Management held its Essential Utilities (WTRG) position steady in Q2 2026 at 454 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Westside Investment Management first reported a position in WTRG in Q3 2022 and has held it in 8 quarters since. The position peaked at $18.6K in Q1 2026. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Westside Investment Management held 454 shares of Essential Utilities worth $17.4K as of Q2 2026.
Westside Investment Management left its Essential Utilities share count unchanged in Q2 2026.
Essential Utilities made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #966 holding.
Westside Investment Management first reported a position in Essential Utilities in Q3 2022 and has held it in 8 quarters since.
Westside Investment Management's Essential Utilities position peaked at $18.6K in Q1 2026.
696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.