CFO
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Collective Family Office’s York Water YORW Stock Holding History

Collective Family Office’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 		$281K Buy
9,172
+1
+0% +$30 0.06% 148
2026
Q1 		$279K Sell
9,171
-300
-3% -$9.69K 0.06% 142
2025
Q4 		$302K Buy
9,471
+1
+0% +$32 0.07% 136
2025
Q3 		$288K Sell
9,470
-1,025
-10% -$31.8K 0.07% 137
2025
Q2 		$332K Buy
10,495
+1
+0% +$33 0.09% 128
2025
Q1 		$364K Buy
10,494
+1
+0% +$33 0.1% 120
2024
Q4 		$343K Sell
10,493
-629
-6% -$22.4K 0.09% 131
2024
Q3 		$417K Sell
11,122
-42
-0.4% -$1.63K 0.11% 120
2024
Q2 		$414K Sell
11,164
-149
-1% -$5.4K 0.12% 120
2024
Q1 		$410K Sell
11,313
-1,010
-8% -$36.4K 0.13% 122
2023
Q4 		$476K Sell
12,323
-425
-3% -$16K 0.17% 104
2023
Q3 		$478K Sell
12,748
-831
-6% -$33.9K 0.19% 107
2023
Q2 		$560K Hold
13,579
– – 0.22% 91
2023
Q1 		$607K Buy
13,579
+1
+0% +$45 0.25% 87
2022
Q4 		$611K Hold
13,578
– – 0.27% 79
2022
Q3 		$522K Sell
13,578
-769
-5% -$33K 0.26% 95
2022
Q2 		$580K Buy
14,347
+1,534
+12% +$62.1K 0.25% 98
2022
Q1 		$576K Sell
12,813
-3,395
-21% -$152K 0.22% 105
2021
Q4 		$807K Buy
16,208
+2,171
+15% +$104K 0.32% 85
2021
Q3 		$613K Buy
14,037
+8,947
+176% +$429K 0.26% 90
2021
Q2 		$231K Hold
5,090
– – 0.1% 161
2021
Q1 		$249K Hold
5,090
– – 0.12% 147
2020
Q4 		$237K Buy
+5,090
New +$233K 0.13% 144

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

Collective Family Office's YORW Position: Q2 2026 in Review

Collective Family Office increased its York Water (YORW) stake by 0.01% in Q2 2026, buying an estimated $30 and bringing the position to 9,172 shares worth $281K. The position accounts for 0.06% of the portfolio, ranked #148.

Collective Family Office first reported a position in YORW in Q4 2020 and has held it in 23 quarters since. The position peaked at $807K in Q4 2021. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Collective Family Office held 9,172 shares of York Water worth $281K as of Q2 2026.
  • Collective Family Office bought 1 York Water share in Q2 2026, an estimated $30.
  • York Water made up 0.06% of Collective Family Office's portfolio in Q2 2026, its #148 holding.
  • Collective Family Office first reported a position in York Water in Q4 2020 and has held it in 23 quarters since.
  • Collective Family Office's York Water position peaked at $807K in Q4 2021.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.