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Cornerstone Planning Group’s York Water YORW Stock Holding History

Cornerstone Planning Group’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 		$7.68K Buy
247
+181
+274% +$5.43K ﹤0.01% 975
2026
Q1 		$1.92K Sell
66
-152
-70% -$4.91K ﹤0.01% 1312
2025
Q4 		$7.12K Buy
218
+133
+156% +$4.26K ﹤0.01% 879
2025
Q3 		$22.2K Buy
85
+78
+1,114% +$2.42K ﹤0.01% 549
2025
Q2 		$211 Buy
+7
New +$234 ﹤0.01% 1458

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

Cornerstone Planning Group's YORW Position: Q2 2026 in Review

Cornerstone Planning Group increased its York Water (YORW) stake by 274% in Q2 2026, buying an estimated $5.43K and bringing the position to 247 shares worth $7.68K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Cornerstone Planning Group first reported a position in YORW in Q2 2025 and has held it in 5 quarters since. The position peaked at $22.2K in Q3 2025. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Cornerstone Planning Group held 247 shares of York Water worth $7.68K as of Q2 2026.
  • Cornerstone Planning Group bought 181 York Water shares in Q2 2026, an estimated $5.43K.
  • York Water made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #975 holding.
  • Cornerstone Planning Group first reported a position in York Water in Q2 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's York Water position peaked at $22.2K in Q3 2025.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.