CoreCap Advisors’s York Water YORW Stock Holding History

CoreCap Advisors’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	–	Sell	-75	Closed	-$2.31K	–	3291
2026 Q1	$2.31K	Hold	75	–	–	﹤0.01%	2378
2025 Q4	$2.39K	Buy	75 +31	+70%	+$992	﹤0.01%	2435
2025 Q3	$1.35K	Hold	44	–	–	﹤0.01%	2436
2025 Q2	$1.39K	Hold	44	–	–	﹤0.01%	2377
2025 Q1	$1.52K	Hold	44	–	–	﹤0.01%	2435
2024 Q4	$1.42K	Buy	44 +1	+2%	+$36	﹤0.01%	2307
2024 Q3	$1.62K	Buy	+43	New	+$1.67K	﹤0.01%	2205
2024 Q2	–	Sell	-43	Closed	-$1.55K	–	2621
2024 Q1	$1.55K	Buy	+43	New	+$1.55K	﹤0.01%	2164
2022 Q4	$1.88K	Buy	+41	New	+$1.78K	﹤0.01%	1944
2022 Q3	–	Sell	-41	Closed	-$2K	–	2150
2022 Q2	$2K	Buy	+41	New	+$1.66K	﹤0.01%	1921
2022 Q1	–	Sell	-40	Closed	-$2K	–	2149
2021 Q4	$2K	Buy	+40	New	+$1.91K	﹤0.01%	2007

Other funds holding YORW

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CoreCap Advisors's YORW Position: Q2 2026 in Review

CoreCap Advisors sold out of York Water (YORW) in Q2 2026, closing a stake of 75 shares — an estimated $2.31K sold.

CoreCap Advisors first reported a position in YORW in Q4 2021 and held it in 11 quarters. The position peaked at $2.39K in Q4 2025. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

CoreCap Advisors reported no remaining York Water position as of Q2 2026 after selling out during the quarter.
CoreCap Advisors sold 75 York Water shares in Q2 2026, an estimated $2.31K.
CoreCap Advisors first reported a position in York Water in Q4 2021 and held it in 11 quarters.
CoreCap Advisors's York Water position peaked at $2.39K in Q4 2025.
168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.