Cerity Partners
YORW icon

Cerity Partners’s York Water YORW Stock Holding History

Cerity 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 		$321K Buy
10,469
+3,319
+46% +$99.7K ﹤0.01% 2743
2026
Q1 		$218K Sell
7,150
-1,603
-18% -$51.8K ﹤0.01% 2831
2025
Q4 		$279K Buy
+8,753
New +$280K ﹤0.01% 2451
2024
Q4 		– Sell
-6,141
Closed -$230K – 2625
2024
Q3 		$230K Buy
+6,141
New +$238K ﹤0.01% 2233

Other funds holding YORW

ZP
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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

Cerity Partners's YORW Position: Q2 2026 in Review

Cerity Partners increased its York Water (YORW) stake by 46% in Q2 2026, buying an estimated $99.7K and bringing the position to 10,469 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #2743.

Cerity Partners first reported a position in YORW in Q3 2024 and has held it in 4 quarters since. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Cerity Partners held 10,469 shares of York Water worth $321K as of Q2 2026.
  • Cerity Partners bought 3,319 York Water shares in Q2 2026, an estimated $99.7K.
  • York Water made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2743 holding.
  • Cerity Partners first reported a position in York Water in Q3 2024 and has held it in 4 quarters since.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.