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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
Q2 		$26.5K Buy
866
+72
+9% +$2.16K ﹤0.01% 2233
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

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

EverSource Wealth Advisors's YORW Position: Q2 2026 in Review

EverSource Wealth Advisors increased its York Water (YORW) stake by 9.1% in Q2 2026, buying an estimated $2.16K and bringing the position to 866 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2233.

EverSource Wealth Advisors first reported a position in YORW in Q1 2025 and has held it in 6 quarters since. The position peaked at $26.7K in Q3 2025. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • EverSource Wealth Advisors held 866 shares of York Water worth $26.5K as of Q2 2026.
  • EverSource Wealth Advisors bought 72 York Water shares in Q2 2026, an estimated $2.16K.
  • York Water made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2233 holding.
  • EverSource Wealth Advisors first reported a position in York Water in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's York Water position peaked at $26.7K in Q3 2025.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.