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Fortitude Family Office’s York Water YORW Stock Holding History

Fortitude Family Office’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 		– Sell
-16
Closed -$487 – 2390
2026
Q1 		$487 Hold
16
– – ﹤0.01% 1739
2025
Q4 		$509 Sell
16
-94
-85% -$3.01K ﹤0.01% 1705
2025
Q3 		$3.35K Buy
110
+95
+633% +$2.95K ﹤0.01% 982
2025
Q2 		$474 Buy
+15
New +$501 ﹤0.01% 1839

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

Fortitude Family Office's YORW Position: Q2 2026 in Review

Fortitude Family Office sold out of York Water (YORW) in Q2 2026, closing a stake of 16 shares — an estimated $487 sold.

Fortitude Family Office first reported a position in YORW in Q2 2025 and held it in 4 quarters. The position peaked at $3.35K in Q3 2025. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Fortitude Family Office reported no remaining York Water position as of Q2 2026 after selling out during the quarter.
  • Fortitude Family Office sold 16 York Water shares in Q2 2026, an estimated $487.
  • Fortitude Family Office first reported a position in York Water in Q2 2025 and held it in 4 quarters.
  • Fortitude Family Office's York Water position peaked at $3.35K in Q3 2025.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.