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Coldstream Capital Management’s York Water YORW Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-394
Closed -$13.7K – 3417
2025
Q1 		$13.7K Buy
+394
New +$12.8K ﹤0.01% 2263

Other funds holding YORW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coldstream Capital Management's YORW Position: Q2 2025 in Review

Coldstream Capital Management sold out of York Water (YORW) in Q2 2025, closing a stake of 394 shares — an estimated $13.7K sold.

Coldstream Capital Management first reported a position in YORW in Q1 2025 and held it in 1 quarter. The position peaked at $13.7K in Q1 2025. 160 funds tracked by Wall St. Rank hold YORW as of Q2 2025.

  • Coldstream Capital Management reported no remaining York Water position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 394 York Water shares in Q2 2025, an estimated $13.7K.
  • Coldstream Capital Management first reported a position in York Water in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's York Water position peaked at $13.7K in Q1 2025.
  • 160 funds tracked by Wall St. Rank held York Water as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.