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Covestor’s York Water YORW Stock Holding History

Covestor’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 		$0 Sell
2
-10
-83% -$300 ﹤0.01% 2889
2026
Q1 		$0 Buy
12
+2
+20% +$65 ﹤0.01% 2839
2025
Q4 		$0 Buy
10
+9
+900% +$288 ﹤0.01% 2811
2025
Q3 		$0 Hold
1
– – ﹤0.01% 2857
2025
Q2 		$0 Hold
1
– – ﹤0.01% 2827
2025
Q1 		$0 Hold
1
– – ﹤0.01% 2798
2024
Q4 		$0 Sell
1
-25
-96% -$891 ﹤0.01% 2816
2024
Q3 		$1K Buy
+26
New +$1.01K ﹤0.01% 2130
2022
Q3 		– Sell
-8
Closed – – 2693
2022
Q2 		$0 Sell
8
-9
-53% -$364 ﹤0.01% 2427
2022
Q1 		$1K Buy
17
+1
+6% +$45 ﹤0.01% 1998
2021
Q4 		$1K Buy
+16
New +$763 ﹤0.01% 2000

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

Covestor's YORW Position: Q2 2026 in Review

Covestor reduced its York Water (YORW) stake by 83% in Q2 2026, selling an estimated $300 and leaving 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2889.

Covestor first reported a position in YORW in Q4 2021 and has held it in 11 quarters since. The position peaked at $1K in Q3 2024. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Covestor held 2 shares of York Water worth $0 as of Q2 2026.
  • Covestor sold 10 York Water shares in Q2 2026, an estimated $300.
  • York Water made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2889 holding.
  • Covestor first reported a position in York Water in Q4 2021 and has held it in 11 quarters since.
  • Covestor's York Water position peaked at $1K in Q3 2024.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.