Clearstead Advisors’s York Water YORW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$736 Buy
+24
New +$721 ﹤0.01% 2803
2026
Q1
Sell
-2
Closed -$64 2866
2025
Q4
$64 Sell
2
-90
-98% -$2.88K ﹤0.01% 2581
2025
Q3
$2.8K Buy
+92
New +$2.85K ﹤0.01% 2353

Other funds holding YORW

Clearstead Advisors's YORW Position: Q2 2026 in Review

Clearstead Advisors opened a new position in York Water (YORW) in Q2 2026: 24 shares worth $736. The stake represents ﹤0.01% of the portfolio and ranks #2803 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in YORW as recently as Q4 2025.

Clearstead Advisors first reported a position in YORW in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.8K in Q3 2025. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Clearstead Advisors held 24 shares of York Water worth $736 as of Q2 2026.
  • York Water was a new Clearstead Advisors position in Q2 2026.
  • York Water made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2803 holding.
  • Clearstead Advisors first reported a position in York Water in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's York Water position peaked at $2.8K in Q3 2025.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.