BWL
YORW icon

Bogart Wealth LLC’s York Water YORW Stock Holding History

Bogart Wealth LLC’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 		$521 Buy
+17
New +$510 ﹤0.01% 1790

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

Bogart Wealth LLC's YORW Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in York Water (YORW) in Q2 2026: 17 shares worth $521. The stake represents ﹤0.01% of the portfolio and ranks #1790 among its holdings.

168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Bogart Wealth LLC held 17 shares of York Water worth $521 as of Q2 2026.
  • York Water was a new Bogart Wealth LLC position in Q2 2026.
  • York Water made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1790 holding.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.