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Crowley Wealth Management’s York Water YORW Stock Holding History

Crowley Wealth 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
2025
Q4 		– Sell
-1,000
Closed -$30.4K – 378
2025
Q3 		$30.4K Hold
1,000
– – 0.02% 181
2025
Q2 		$31.6K Hold
1,000
– – 0.03% 166
2025
Q1 		$34.7K Buy
1,000
+500
+100% +$16.3K 0.03% 156
2024
Q4 		$16.4K Buy
+500
New +$17.8K 0.01% 221

Other funds holding YORW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Crowley Wealth Management's YORW Position: Q4 2025 in Review

Crowley Wealth Management sold out of York Water (YORW) in Q4 2025, closing a stake of 1,000 shares — an estimated $30.4K sold.

Crowley Wealth Management first reported a position in YORW in Q4 2024 and held it in 4 quarters. The position peaked at $34.7K in Q1 2025. 161 funds tracked by Wall St. Rank hold YORW as of Q4 2025.

  • Crowley Wealth Management reported no remaining York Water position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 1,000 York Water shares in Q4 2025, an estimated $30.4K.
  • Crowley Wealth Management first reported a position in York Water in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's York Water position peaked at $34.7K in Q1 2025.
  • 161 funds tracked by Wall St. Rank held York Water as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.