Position in GWRS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,519,080
+$683,773 QoQ
Shares Held
209,818
+90.7% QoQ
Ownership
0.729%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 108 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in GWRS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026MORGAN STANLEY holds $932,660,995 across 13 Utilities - Regulated Water names. GWRS ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
3,554,650 | $467,720,839 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
3,276,730 | $125,531,517 | |
| 3 | AWR |
American States Water Co
|
904,551 | $74,743,043 | |
| 4 | MSEX |
Middlesex Water Co
|
1,101,704 | $61,871,693 | |
| 5 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
9,856,486 | $56,970,483 | |
| 6 | CWT |
California Water Service Group
|
948,112 | $46,125,643 | |
| 7 | HTO |
H2o America
|
589,652 | $35,833,146 | |
| 8 | CWCO |
Consolidated Water Co. Ltd.
|
903,915 | $26,665,489 |
All Filings in GWRS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,519,080 | 209,818 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $835,307 | 110,054 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,061,605 | 125,634 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $582,009 | 56,506 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $745,784 | 73,188 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $713,253 | 69,181 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $783,068 | 68,093 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $942,913 | 74,894 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $676,787 | 55,933 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $787,704 | 61,348 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $857,927 | 65,591 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $498,222 | 51,100 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $946,737 | 74,664 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $971,624 | 78,168 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $916,635 | 69,024 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $601,229 | 51,256 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $584,910 | 44,278 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $340,253 | 20,448 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $341,347 | 19,962 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $707,127 | 37,774 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $486,760 | 28,499 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $474,473 | 29,091 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $588,201 | 40,819 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $358,617 | 33,267 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $388,757 | 36,884 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $362,610 | 35,585 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||