GAMMA Investing’s York Water YORW Stock Holding History

GAMMA Investing’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	$9.01K	Sell	294 -851	-74%	-$25.6K	﹤0.01%	3264
2026 Q1	$34.9K	Sell	1,145 -222	-16%	-$7.17K	﹤0.01%	2423
2025 Q4	$43.5K	Buy	1,367 +928	+211%	+$29.7K	﹤0.01%	2161
2025 Q3	$13.4K	Buy	439 +126	+40%	+$3.91K	﹤0.01%	2724
2025 Q2	$9.89K	Buy	313 +46	+17%	+$1.54K	﹤0.01%	2814
2025 Q1	$9.26K	Buy	267 +193	+261%	+$6.28K	﹤0.01%	2783
2024 Q4	$2.42K	Sell	74 -115	-61%	-$4.1K	﹤0.01%	3163
2024 Q3	$7.08K	Buy	189 +110	+139%	+$4.27K	﹤0.01%	2600
2024 Q2	$2.93K	Buy	79 +71	+888%	+$2.57K	﹤0.01%	2759
2024 Q1	$290	Sell	8 -20	-71%	-$721	﹤0.01%	3186
2023 Q4	$1K	Buy	+28	New	+$1.05K	﹤0.01%	2787

Other funds holding YORW

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return