Ameriprise
YORW icon

Ameriprise’s York Water YORW Stock Holding History

Ameriprise’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 		$341K Buy
11,134
+2,007
+22% +$60.3K ﹤0.01% 3791
2026
Q1 		$278K Buy
9,127
+64
+0.7% +$2.07K ﹤0.01% 3782
2025
Q4 		$289K Buy
9,063
+583
+7% +$18.7K ﹤0.01% 3814
2025
Q3 		$258K Sell
8,480
-92
-1% -$2.85K ﹤0.01% 3838
2025
Q2 		$271K Buy
8,572
+327
+4% +$10.9K ﹤0.01% 3732
2025
Q1 		$286K Buy
+8,245
New +$268K ﹤0.01% 3691
2014
Q4 		– Sell
-1,400
Closed -$28K – 4459
2014
Q3 		$28K Buy
1,400
+310
+28% +$6.15K ﹤0.01% 4302
2014
Q2 		$23K Hold
1,090
– – ﹤0.01% 4275
2014
Q1 		$22K Buy
1,090
+10
+0.9% +$204 ﹤0.01% 4165
2013
Q4 		$23K Sell
1,080
-1,306
-55% -$27.2K ﹤0.01% 4003
2013
Q3 		$48K Buy
2,386
+170
+8% +$3.48K ﹤0.01% 3840
2013
Q2 		$42K Buy
+2,216
New +$41.6K ﹤0.01% 3814

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

Ameriprise's YORW Position: Q2 2026 in Review

Ameriprise increased its York Water (YORW) stake by 22% in Q2 2026, buying an estimated $60.3K and bringing the position to 11,134 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #3791.

Ameriprise first reported a position in YORW in Q2 2013 and has held it in 12 quarters since. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Ameriprise held 11,134 shares of York Water worth $341K as of Q2 2026.
  • Ameriprise bought 2,007 York Water shares in Q2 2026, an estimated $60.3K.
  • York Water made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3791 holding.
  • Ameriprise first reported a position in York Water in Q2 2013 and has held it in 12 quarters since.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.