Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s York Water YORW Stock Holding History

Carson Wealth (CWM 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
Q1 		$262K Buy
8,588
+772
+10% +$24.9K ﹤0.01% 2495
2025
Q4 		$249K Buy
7,816
+647
+9% +$20.7K ﹤0.01% 2386
2025
Q3 		$218K Buy
7,169
+4,576
+176% +$142K ﹤0.01% 2374
2025
Q2 		$82K Buy
2,593
+1,071
+70% +$35.8K ﹤0.01% 2893
2025
Q1 		$53K Buy
1,522
+148
+11% +$4.82K ﹤0.01% 2947
2024
Q4 		$45K Sell
1,374
-586
-30% -$20.9K ﹤0.01% 2887
2024
Q3 		$73K Buy
1,960
+222
+13% +$8.61K ﹤0.01% 2406
2024
Q2 		$64K Buy
1,738
+474
+38% +$17.2K ﹤0.01% 2294
2024
Q1 		$46K Buy
1,264
+789
+166% +$28.4K ﹤0.01% 2344
2023
Q4 		$18K Sell
475
-144
-23% -$5.42K ﹤0.01% 2859
2023
Q3 		$23K Buy
619
+198
+47% +$8.09K ﹤0.01% 2615
2023
Q2 		$17K Buy
421
+84
+25% +$3.65K ﹤0.01% 2762
2023
Q1 		$15K Hold
337
– – ﹤0.01% 2720
2022
Q4 		$15K Hold
337
– – ﹤0.01% 2589
2022
Q3 		$13K Hold
337
– – ﹤0.01% 2536
2022
Q2 		$14K Sell
337
-18
-5% -$728 ﹤0.01% 2396
2022
Q1 		$16K Buy
355
+18
+5% +$804 ﹤0.01% 2233
2021
Q4 		$17K Buy
+337
New +$16.1K ﹤0.01% 2090
2021
Q2 		$15K Hold
337
– – ﹤0.01% 1942
2021
Q1 		$15K Hold
337
– – ﹤0.01% 1941
2020
Q4 		$15K Hold
337
– – ﹤0.01% 1941
2020
Q3 		$15K Hold
337
– – ﹤0.01% 1941
2020
Q2 		$15K Hold
337
– – ﹤0.01% 1941
2020
Q1 		$15K Hold
337
– – ﹤0.01% 1940
2019
Q4 		$15K Hold
337
– – ﹤0.01% 1940
2019
Q3 		$15K Hold
337
– – ﹤0.01% 1940
2019
Q2 		$15K Hold
337
– – ﹤0.01% 1940
2019
Q1 		$15K Buy
+337
New +$11.3K ﹤0.01% 1940

Other funds holding YORW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Carson Wealth (CWM LLC)'s YORW Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its York Water (YORW) stake by 9.9% in Q1 2026, buying an estimated $24.9K and bringing the position to 8,588 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #2495.

Carson Wealth (CWM LLC) first reported a position in YORW in Q1 2019 and has held it in 28 quarters since. 178 funds tracked by Wall St. Rank hold YORW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,588 shares of York Water worth $262K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 772 York Water shares in Q1 2026, an estimated $24.9K.
  • York Water made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2495 holding.
  • Carson Wealth (CWM LLC) first reported a position in York Water in Q1 2019 and has held it in 28 quarters since.
  • 178 funds tracked by Wall St. Rank held York Water as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.