Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s York Water YORW Stock Holding History

Cambridge Investment Research Advisors’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 		$315K Buy
10,352
+1,679
+19% +$54.2K ﹤0.01% 3240
2025
Q4 		$276K Sell
8,673
-203
-2% -$6.5K ﹤0.01% 3282
2025
Q3 		$270K Sell
8,876
-1,134
-11% -$35.2K ﹤0.01% 3203
2025
Q2 		$316K Sell
10,010
-1,504
-13% -$50.2K ﹤0.01% 2939
2025
Q1 		$399K Sell
11,514
-769
-6% -$25K ﹤0.01% 2643
2024
Q4 		$402K Sell
12,283
-2,583
-17% -$92K ﹤0.01% 2602
2024
Q3 		$557K Buy
14,866
+36
+0.2% +$1.4K ﹤0.01% 2320
2024
Q2 		$550K Buy
14,830
+6
+0% +$218 ﹤0.01% 2224
2024
Q1 		$538K Buy
14,824
+1,169
+9% +$42.1K ﹤0.01% 2217
2023
Q4 		$527K Sell
13,655
-1,448
-10% -$54.5K ﹤0.01% 2139
2023
Q3 		$566K Sell
15,103
-86
-0.6% -$3.51K ﹤0.01% 1988
2023
Q2 		$627K Buy
15,189
+78
+0.5% +$3.38K ﹤0.01% 1958
2023
Q1 		$675K Buy
15,111
+2,746
+22% +$123K ﹤0.01% 1871
2022
Q4 		$556K Sell
12,365
-105
-0.8% -$4.56K ﹤0.01% 1928
2022
Q3 		$479K Buy
12,470
+28
+0.2% +$1.2K ﹤0.01% 1971
2022
Q2 		$503K Buy
12,442
+27
+0.2% +$1.09K ﹤0.01% 1957
2022
Q1 		$558K Buy
12,415
+1,852
+18% +$82.7K ﹤0.01% 2015
2021
Q4 		$526K Sell
10,563
-240
-2% -$11.4K ﹤0.01% 2070
2021
Q3 		$472K Sell
10,803
-435
-4% -$20.9K ﹤0.01% 2096
2021
Q2 		$509K Buy
11,238
+449
+4% +$22.3K ﹤0.01% 2047
2021
Q1 		$528K Buy
10,789
+274
+3% +$12.5K ﹤0.01% 1872
2020
Q4 		$490K Buy
10,515
+23
+0.2% +$1.05K ﹤0.01% 1779
2020
Q3 		$443K Buy
10,492
+22
+0.2% +$1.01K ﹤0.01% 1684
2020
Q2 		$502K Sell
10,470
-222
-2% -$9.63K ﹤0.01% 1554
2020
Q1 		$465K Sell
10,692
-3,799
-26% -$172K ﹤0.01% 1407
2019
Q4 		$668K Buy
14,491
+1,144
+9% +$50.2K 0.01% 1394
2019
Q3 		$583K Sell
13,347
-3,873
-22% -$146K 0.01% 1401
2019
Q2 		$615K Buy
17,220
+26
+0.2% +$892 0.01% 1304
2019
Q1 		$590K Buy
17,194
+32
+0.2% +$1.07K 0.01% 1377
2018
Q4 		$550K Sell
17,162
-3
-0% -$96 0.01% 1263
2018
Q3 		$522K Sell
17,165
-391
-2% -$12.1K 0.01% 1417
2018
Q2 		$558K Sell
17,556
-1,726
-9% -$55.3K 0.01% 1340
2018
Q1 		$598K Sell
19,282
-210
-1% -$6.48K 0.01% 1248
2017
Q4 		$661K Sell
19,492
-2,406
-11% -$84.8K 0.01% 1147
2017
Q3 		$742K Sell
21,898
-173
-0.8% -$5.87K 0.01% 996
2017
Q2 		$769K Buy
22,071
+36
+0.2% +$1.27K 0.01% 941
2017
Q1 		$772K Sell
22,035
-886
-4% -$31.5K 0.01% 856
2016
Q4 		$876K Sell
22,921
-377
-2% -$12.8K 0.02% 747
2016
Q3 		$691K Buy
23,298
+402
+2% +$12K 0.01% 859
2016
Q2 		$734K Buy
22,896
+3,199
+16% +$94.6K 0.02% 754
2016
Q1 		$601K Buy
19,697
+5,049
+34% +$138K 0.01% 801
2015
Q4 		$365K Buy
14,648
+55
+0.4% +$1.3K 0.01% 1024
2015
Q3 		$307K Buy
14,593
+58
+0.4% +$1.23K 0.01% 1013
2015
Q2 		$303K Buy
14,535
+4
+0% +$92 0.01% 1053
2015
Q1 		$353K Buy
14,531
+54
+0.4% +$1.27K 0.01% 978
2014
Q4 		$336K Buy
14,477
+60
+0.4% +$1.28K 0.01% 961
2014
Q3 		$288K Buy
14,417
+60
+0.4% +$1.19K 0.01% 1117
2014
Q2 		$299K Buy
14,357
+58
+0.4% +$1.17K 0.01% 1009
2014
Q1 		$292K Sell
14,299
-1,816
-11% -$37K 0.01% 973
2013
Q4 		$337K Buy
16,115
+1,477
+10% +$30.7K 0.01% 823
2013
Q3 		$294K Buy
14,638
+79
+0.5% +$1.62K 0.01% 845
2013
Q2 		$277K Buy
+14,559
New +$273K 0.01% 793

Other funds holding YORW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cambridge Investment Research Advisors's YORW Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its York Water (YORW) stake by 19% in Q1 2026, buying an estimated $54.2K and bringing the position to 10,352 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #3240.

Cambridge Investment Research Advisors first reported a position in YORW in Q2 2013 and has held it in 52 quarters since. The position peaked at $876K in Q4 2016. 178 funds tracked by Wall St. Rank hold YORW as of Q1 2026.

  • Cambridge Investment Research Advisors held 10,352 shares of York Water worth $315K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 1,679 York Water shares in Q1 2026, an estimated $54.2K.
  • York Water made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3240 holding.
  • Cambridge Investment Research Advisors first reported a position in York Water in Q2 2013 and has held it in 52 quarters since.
  • Cambridge Investment Research Advisors's York Water position peaked at $876K in Q4 2016.
  • 178 funds tracked by Wall St. Rank held York Water as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.