Costello Asset Management’s York Water YORW Stock Holding History

Costello Asset 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
2026 Q2	$59.1K	Sell	1,927 -300	-13%	-$9.01K	0.02%	225
2026 Q1	$67.8K	Hold	2,227	–	–	0.02%	197
2025 Q4	$70.9K	Sell	2,227 -132	-6%	-$4.22K	0.02%	184
2025 Q3	$71.8K	Buy	2,359 +1	+0%	+$31	0.02%	189
2025 Q2	$74.5K	Buy	2,358 +1	+0%	+$33	0.03%	192
2025 Q1	$81.8K	Buy	2,357 +130	+6%	+$4.23K	0.03%	169
2024 Q4	$72.9K	Hold	2,227	–	–	0.05%	90
2024 Q3	$83.4K	Hold	2,227	–	–	0.06%	86
2024 Q2	$82.6K	Hold	2,227	–	–	0.06%	77
2024 Q1	$80.8K	Sell	2,227 -500	-18%	-$18K	0.06%	82
2023 Q4	$105K	Hold	2,727	–	–	0.09%	67
2023 Q3	$102K	Sell	2,727 -500	-15%	-$20.4K	0.09%	66
2023 Q2	$133K	Hold	3,227	–	–	0.11%	62
2023 Q1	$144K	Hold	3,227	–	–	0.15%	62
2022 Q4	$145K	Hold	3,227	–	–	0.13%	60
2022 Q3	$124K	Hold	3,227	–	–	0.12%	62
2022 Q2	$130K	Hold	3,227	–	–	0.11%	62
2022 Q1	$145K	Sell	3,227 -300	-9%	-$13.4K	0.1%	70
2021 Q4	$176K	Hold	3,527	–	–	0.11%	70
2021 Q3	$154K	Sell	3,527 -300	-8%	-$14.4K	0.1%	70
2021 Q2	$173K	Sell	3,827 -517	-12%	-$25.7K	0.11%	64
2021 Q1	$213K	Sell	4,344 -99	-2%	-$4.51K	0.15%	65
2020 Q4	$207K	Sell	4,443 -115	-3%	-$5.26K	0.16%	60
2020 Q3	$193K	Buy	4,558 +1	+0%	+$46	0.17%	53
2020 Q2	$219K	Buy	+4,557	New	+$198K	0.22%	49
2019 Q3	$229K	Buy	+5,255	New	+$198K	0.27%	52
2019 Q1	–	Sell	-13,251	Closed	-$425K	–	57
2018 Q4	$425K	Buy	+13,251	New	+$425K	0.55%	41

Other funds holding YORW

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Costello Asset Management's YORW Position: Q2 2026 in Review

Costello Asset Management reduced its York Water (YORW) stake by 13% in Q2 2026, selling an estimated $9.01K and leaving 1,927 shares worth $59.1K. The position accounts for 0.02% of the portfolio, ranked #225.

Costello Asset Management first reported a position in YORW in Q4 2018 and has held it in 27 quarters since. The position peaked at $425K in Q4 2018. 51 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

Costello Asset Management held 1,927 shares of York Water worth $59.1K as of Q2 2026.
Costello Asset Management sold 300 York Water shares in Q2 2026, an estimated $9.01K.
York Water made up 0.02% of Costello Asset Management's portfolio in Q2 2026, its #225 holding.
Costello Asset Management first reported a position in York Water in Q4 2018 and has held it in 27 quarters since.
Costello Asset Management's York Water position peaked at $425K in Q4 2018.
51 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.