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Essential Partners’s York Water YORW Stock Holding History

Essential Partners’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 		$8.24K Sell
269
-19
-7% -$570 ﹤0.01% 1312
2026
Q1 		$8.77K Sell
288
-7
-2% -$226 ﹤0.01% 1322
2025
Q4 		$9.39K Buy
295
+54
+22% +$1.73K ﹤0.01% 1192
2025
Q3 		$7.33K Buy
241
+221
+1,105% +$6.86K ﹤0.01% 1279
2025
Q2 		$632 Buy
+20
New +$668 ﹤0.01% 1638

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

Essential Partners's YORW Position: Q2 2026 in Review

Essential Partners reduced its York Water (YORW) stake by 6.6% in Q2 2026, selling an estimated $570 and leaving 269 shares worth $8.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Essential Partners first reported a position in YORW in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.39K in Q4 2025. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Essential Partners held 269 shares of York Water worth $8.24K as of Q2 2026.
  • Essential Partners sold 19 York Water shares in Q2 2026, an estimated $570.
  • York Water made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1312 holding.
  • Essential Partners first reported a position in York Water in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's York Water position peaked at $9.39K in Q4 2025.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.