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D.A. Davidson & Co’s York Water YORW Stock Holding History

D.A. Davidson & Co’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
Q2 		– Sell
-9,110
Closed -$316K – 1514
2025
Q1 		$316K Buy
9,110
+5
+0.1% +$163 ﹤0.01% 1192
2024
Q4 		$298K Buy
9,105
+4
+0% +$143 ﹤0.01% 1205
2024
Q3 		$341K Buy
+9,101
New +$353K ﹤0.01% 1148

Other funds holding YORW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

D.A. Davidson & Co's YORW Position: Q2 2025 in Review

D.A. Davidson & Co sold out of York Water (YORW) in Q2 2025, closing a stake of 9,110 shares — an estimated $316K sold.

D.A. Davidson & Co first reported a position in YORW in Q3 2024 and held it in 3 quarters. The position peaked at $341K in Q3 2024. 160 funds tracked by Wall St. Rank hold YORW as of Q2 2025.

  • D.A. Davidson & Co reported no remaining York Water position as of Q2 2025 after selling out during the quarter.
  • D.A. Davidson & Co sold 9,110 York Water shares in Q2 2025, an estimated $316K.
  • D.A. Davidson & Co first reported a position in York Water in Q3 2024 and held it in 3 quarters.
  • D.A. Davidson & Co's York Water position peaked at $341K in Q3 2024.
  • 160 funds tracked by Wall St. Rank held York Water as of Q2 2025.

Based on D.A. Davidson & Co's 13F filing for Q2 2025, filed 30 Jul 2025.