DiNuzzo Private Wealth’s York Water YORW Stock Holding History

DiNuzzo Private Wealth’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	$62	Hold	2	–	–	﹤0.01%	1313
2026 Q1	$61	Hold	2	–	–	﹤0.01%	1301
2025 Q4	$64	Hold	2	–	–	﹤0.01%	1321
2025 Q3	$63	Hold	2	–	–	﹤0.01%	1333
2025 Q2	$64	Hold	2	–	–	﹤0.01%	1314
2025 Q1	$70	Hold	2	–	–	﹤0.01%	1316
2024 Q4	$66	Hold	2	–	–	﹤0.01%	1361
2024 Q3	$75	Hold	2	–	–	﹤0.01%	1382
2024 Q2	$75	Buy	+2	New	+$73	﹤0.01%	1363

Other funds holding YORW

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return