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YORW icon

Advisornet Financial’s York Water YORW Stock Holding History

Advisornet Financial’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.4K Hold
600
– – ﹤0.01% 1415
2026
Q1 		$18.3K Hold
600
– – ﹤0.01% 1370
2025
Q4 		$19.1K Hold
600
– – ﹤0.01% 1339
2025
Q3 		$18.3K Hold
600
– – ﹤0.01% 1335
2025
Q2 		$19K Hold
600
– – ﹤0.01% 1287
2025
Q1 		$20.8K Hold
600
– – ﹤0.01% 1178
2024
Q4 		$19.6K Hold
600
– – ﹤0.01% 1144
2024
Q3 		$22.5K Hold
600
– – ﹤0.01% 1161
2024
Q2 		$22.3K Hold
600
– – ﹤0.01% 1057
2024
Q1 		$21.8K Hold
600
– – ﹤0.01% 1049
2023
Q4 		$23.2K Buy
+600
New +$22.6K ﹤0.01% 1036

Other funds holding YORW

ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Advisornet Financial's YORW Position: Q2 2026 in Review

Advisornet Financial held its York Water (YORW) position steady in Q2 2026 at 600 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Advisornet Financial first reported a position in YORW in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.2K in Q4 2023. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Advisornet Financial held 600 shares of York Water worth $18.4K as of Q2 2026.
  • Advisornet Financial left its York Water share count unchanged in Q2 2026.
  • York Water made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1415 holding.
  • Advisornet Financial first reported a position in York Water in Q4 2023 and has held it in 11 quarters since.
  • Advisornet Financial's York Water position peaked at $23.2K in Q4 2023.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.