CAL
YORW icon

Capital Advisors Ltd’s York Water YORW Stock Holding History

Capital Advisors Ltd’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 		– Sell
-30
Closed -$1K – 1604
2026
Q1 		$1K Sell
30
-8
-21% -$258 ﹤0.01% 1318
2025
Q4 		$1K Sell
38
-250
-87% -$8K ﹤0.01% 1309
2025
Q3 		$9K Buy
288
+271
+1,594% +$8.41K ﹤0.01% 833
2025
Q2 		$1K Hold
17
– – ﹤0.01% 1296
2025
Q1 		$1K Sell
17
-89
-84% -$2.9K ﹤0.01% 1299
2024
Q4 		$3K Buy
+106
New +$3.78K ﹤0.01% 1039
2024
Q1 		– Sell
-53
Closed -$2K – 1576
2023
Q4 		$2K Sell
53
-13
-20% -$490 ﹤0.01% 1068
2023
Q3 		$2K Buy
+66
New +$2.7K ﹤0.01% 1058
2023
Q1 		– Sell
-18
Closed -$1K – 1596
2022
Q4 		$1K Buy
+18
New +$782 ﹤0.01% 1134

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

Capital Advisors Ltd's YORW Position: Q2 2026 in Review

Capital Advisors Ltd sold out of York Water (YORW) in Q2 2026, closing a stake of 30 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in YORW in Q4 2022 and held it in 9 quarters. The position peaked at $9K in Q3 2025. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Capital Advisors Ltd reported no remaining York Water position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 30 York Water shares in Q2 2026, an estimated $1K.
  • Capital Advisors Ltd first reported a position in York Water in Q4 2022 and held it in 9 quarters.
  • Capital Advisors Ltd's York Water position peaked at $9K in Q3 2025.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.