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 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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM