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Ballentine Partners’s York Water YORW Stock Holding History

Ballentine 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 		$295K Sell
9,639
-1,812
-16% -$54.4K ﹤0.01% 798
2026
Q1 		$349K Sell
11,451
-6,720
-37% -$217K ﹤0.01% 665
2025
Q4 		$579K Buy
18,171
+5,647
+45% +$181K 0.01% 456
2025
Q3 		$381K Buy
12,524
+5,263
+72% +$163K 0.01% 601
2025
Q2 		$229K Buy
+7,261
New +$242K ﹤0.01% 820
2023
Q2 		– Sell
-4,977
Closed -$222K – 641
2023
Q1 		$222K Buy
+4,977
New +$223K 0.01% 494

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

Ballentine Partners's YORW Position: Q2 2026 in Review

Ballentine Partners reduced its York Water (YORW) stake by 16% in Q2 2026, selling an estimated $54.4K and leaving 9,639 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Ballentine Partners first reported a position in YORW in Q1 2023 and has held it in 6 quarters since. The position peaked at $579K in Q4 2025. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Ballentine Partners held 9,639 shares of York Water worth $295K as of Q2 2026.
  • Ballentine Partners sold 1,812 York Water shares in Q2 2026, an estimated $54.4K.
  • York Water made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #798 holding.
  • Ballentine Partners first reported a position in York Water in Q1 2023 and has held it in 6 quarters since.
  • Ballentine Partners's York Water position peaked at $579K in Q4 2025.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.