Cetera Investment Advisers
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Cetera Investment Advisers’s York Water YORW Stock Holding History

Cetera Investment Advisers’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 		$236K Sell
7,697
-1,256
-14% -$37.7K ﹤0.01% 4361
2026
Q1 		$273K Buy
8,953
+718
+9% +$23.2K ﹤0.01% 4070
2025
Q4 		$262K Buy
+8,235
New +$264K ﹤0.01% 4021
2024
Q4 		– Sell
-6,179
Closed -$231K – 3905
2024
Q3 		$231K Sell
6,179
-339
-5% -$13.2K ﹤0.01% 3280
2024
Q2 		$242K Buy
6,518
+213
+3% +$7.72K ﹤0.01% 3231
2024
Q1 		$229K Buy
+6,305
New +$227K ﹤0.01% 3267

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

Cetera Investment Advisers's YORW Position: Q2 2026 in Review

Cetera Investment Advisers reduced its York Water (YORW) stake by 14% in Q2 2026, selling an estimated $37.7K and leaving 7,697 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #4361.

Cetera Investment Advisers first reported a position in YORW in Q1 2024 and has held it in 6 quarters since. The position peaked at $273K in Q1 2026. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Cetera Investment Advisers held 7,697 shares of York Water worth $236K as of Q2 2026.
  • Cetera Investment Advisers sold 1,256 York Water shares in Q2 2026, an estimated $37.7K.
  • York Water made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4361 holding.
  • Cetera Investment Advisers first reported a position in York Water in Q1 2024 and has held it in 6 quarters since.
  • Cetera Investment Advisers's York Water position peaked at $273K in Q1 2026.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.