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Gitterman Wealth Management’s York Water YORW Stock Holding History

Gitterman Wealth Management’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
2025
Q3 		$257K Buy
8,437
+4,611
+121% +$143K 0.06% 102
2025
Q2 		$121K Buy
+3,826
New +$128K 0.03% 227

Other funds holding YORW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Gitterman Wealth Management's YORW Position: Q3 2025 in Review

Gitterman Wealth Management increased its York Water (YORW) stake by 121% in Q3 2025, buying an estimated $143K and bringing the position to 8,437 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #102.

Gitterman Wealth Management first reported a position in YORW in Q2 2025 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold YORW as of Q3 2025.

  • Gitterman Wealth Management held 8,437 shares of York Water worth $257K as of Q3 2025.
  • Gitterman Wealth Management bought 4,611 York Water shares in Q3 2025, an estimated $143K.
  • York Water made up 0.06% of Gitterman Wealth Management's portfolio in Q3 2025, its #102 holding.
  • Gitterman Wealth Management first reported a position in York Water in Q2 2025 and has held it in 2 quarters since.
  • 161 funds tracked by Wall St. Rank held York Water as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.