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ELCO Management’s York Water YORW Stock Holding History

ELCO 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 		$503K Buy
16,422
+3,246
+25% +$97.5K 0.22% 86
2026
Q1 		$401K Buy
13,176
+1,775
+16% +$57.3K 0.19% 98
2025
Q4 		$363K Buy
11,401
+2,536
+29% +$81.2K 0.23% 98
2025
Q3 		$270K Sell
8,865
-1,080
-11% -$33.5K 0.14% 124
2025
Q2 		$314K Hold
9,945
– – 0.16% 110
2025
Q1 		$345K Buy
9,945
+2,423
+32% +$78.9K 0.19% 94
2024
Q4 		$246K Sell
7,522
-1,133
-13% -$40.4K 0.13% 136
2024
Q3 		$324K Sell
8,655
-4,036
-32% -$157K 0.17% 117
2024
Q2 		$471K Hold
12,691
– – 0.27% 79
2024
Q1 		$460K Buy
12,691
+220
+2% +$7.93K 0.28% 80
2023
Q4 		$482K Sell
12,471
-877
-7% -$33K 0.32% 70
2023
Q3 		$500K Hold
13,348
– – 0.36% 63
2023
Q2 		$551K Hold
13,348
– – 0.4% 60
2023
Q1 		$597K Buy
13,348
+1,647
+14% +$73.6K 0.43% 55
2022
Q4 		$526K Hold
11,701
– – 0.4% 61
2022
Q3 		$450K Hold
11,701
– – 0.36% 64
2022
Q2 		$473K Hold
11,701
– – 0.39% 61
2022
Q1 		$527K Sell
11,701
-438
-4% -$19.6K 0.36% 69
2021
Q4 		$604K Sell
12,139
-5,000
-29% -$239K 0.43% 63
2021
Q3 		$748K Buy
17,139
+8,710
+103% +$418K 0.58% 50
2021
Q2 		$382K Buy
8,429
+245
+3% +$12.2K 0.28% 94
2021
Q1 		$401K Hold
8,184
– – 0.36% 85
2020
Q4 		$381K Buy
+8,184
New +$374K 0.33% 88

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

ELCO Management's YORW Position: Q2 2026 in Review

ELCO Management increased its York Water (YORW) stake by 25% in Q2 2026, buying an estimated $97.5K and bringing the position to 16,422 shares worth $503K. The position accounts for 0.22% of the portfolio, ranked #86.

ELCO Management first reported a position in YORW in Q4 2020 and has held it in 23 quarters since. The position peaked at $748K in Q3 2021. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • ELCO Management held 16,422 shares of York Water worth $503K as of Q2 2026.
  • ELCO Management bought 3,246 York Water shares in Q2 2026, an estimated $97.5K.
  • York Water made up 0.22% of ELCO Management's portfolio in Q2 2026, its #86 holding.
  • ELCO Management first reported a position in York Water in Q4 2020 and has held it in 23 quarters since.
  • ELCO Management's York Water position peaked at $748K in Q3 2021.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on ELCO Management's 13F filing for Q2 2026, filed 11 Aug 2026.