Arax Advisory Partners’s York Water YORW Stock Holding History

Arax Advisory Partners’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	$301K	Buy	9,823 +5,928	+152%	+$178K	﹤0.01%	1974
2026 Q1	$119K	Sell	3,895 -33	-0.8%	-$1.07K	﹤0.01%	1307
2025 Q4	$125K	Sell	3,928 -5,110	-57%	-$164K	﹤0.01%	1238
2025 Q3	$275K	Buy	9,038 +4,947	+121%	+$153K	﹤0.01%	1119
2025 Q2	$129K	Buy	4,091 +304	+8%	+$10.2K	0.01%	824
2025 Q1	$131K	Sell	3,787 -11	-0.3%	-$358	0.01%	647
2024 Q4	$124K	Sell	3,798 -103	-3%	-$3.67K	0.01%	608
2024 Q3	$146K	Buy	3,901 +9	+0.2%	+$349	0.01%	408
2024 Q2	$144K	Buy	3,892 +147	+4%	+$5.33K	0.01%	397
2024 Q1	$136K	Buy	3,745 +9	+0.2%	+$324	0.01%	343
2023 Q4	$144K	Buy	3,736 +9	+0.2%	+$339	0.02%	326
2023 Q3	$140K	Buy	3,727 +9	+0.2%	+$368	0.02%	303
2023 Q2	$153K	Buy	3,718 +6	+0.2%	+$260	0.02%	283
2023 Q1	$166K	Buy	3,712 +6	+0.2%	+$268	0.02%	267
2022 Q4	$167K	Buy	3,706 +9	+0.2%	+$391	0.02%	252
2022 Q3	$142K	Buy	3,697 +9	+0.2%	+$386	0.02%	259
2022 Q2	$149K	Buy	+3,688	New	+$149K	0.02%	257

Other funds holding YORW

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arax Advisory Partners's YORW Position: Q2 2026 in Review

Arax Advisory Partners increased its York Water (YORW) stake by 152% in Q2 2026, buying an estimated $178K and bringing the position to 9,823 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1974.

Arax Advisory Partners first reported a position in YORW in Q2 2022 and has held it in 17 quarters since. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

Arax Advisory Partners held 9,823 shares of York Water worth $301K as of Q2 2026.
Arax Advisory Partners bought 5,928 York Water shares in Q2 2026, an estimated $178K.
York Water made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1974 holding.
Arax Advisory Partners first reported a position in York Water in Q2 2022 and has held it in 17 quarters since.
168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.