EWA
YORW icon

EverSource Wealth Advisors’s York Water YORW Stock Holding History

EverSource Wealth Advisors’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
Q1 		$24.2K Buy
794
+209
+36% +$6.75K ﹤0.01% 2384
2025
Q4 		$18.6K Sell
585
-292
-33% -$9.35K ﹤0.01% 2431
2025
Q3 		$26.7K Buy
877
+117
+15% +$3.63K ﹤0.01% 2140
2025
Q2 		$24K Buy
760
+715
+1,589% +$23.9K ﹤0.01% 2159
2025
Q1 		$1.56K Buy
+45
New +$1.47K ﹤0.01% 3044

Other funds holding YORW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM