Global Retirement Partners’s York Water YORW Stock Holding History

Global Retirement Partners’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 Q4	$410K	Buy	12,892 +2	+0%	+$64	0.01%	1062
2025 Q3	$392K	Buy	12,890 +3	+0%	+$93	0.01%	862
2025 Q2	$407K	Buy	+12,887	New	+$430K	0.01%	803
2024 Q4	$520K	Sell	15,883 -412	-3%	-$14.7K	0.01%	622
2024 Q3	$610K	Buy	16,295 +2	+0%	+$78	0.02%	580
2024 Q2	$604K	Buy	16,293 +252	+2%	+$9.14K	0.02%	557
2024 Q1	$582K	Hold	16,041	–	–	0.02%	493
2023 Q4	$583K	Sell	16,041 -146	-0.9%	-$5.5K	0.02%	458
2023 Q3	$592K	Buy	16,187 +139	+0.9%	+$5.68K	0.03%	399
2023 Q2	$662K	Hold	16,048	–	–	0.03%	392
2023 Q1	$672K	Buy	16,048 +3,531	+28%	+$158K	0.04%	378
2022 Q4	$563K	Hold	12,517	–	–	0.04%	357
2022 Q3	$545K	Hold	12,517	–	–	0.04%	343
2022 Q2	$506K	Hold	12,517	–	–	0.04%	354
2022 Q1	$508K	Hold	12,517	–	–	0.04%	352
2021 Q4	$623K	Hold	12,517	–	–	0.48%	33
2021 Q3	$547K	Hold	12,517	–	–	0.05%	292
2021 Q2	$567K	Sell	12,517 -50	-0.4%	-$2.48K	0.06%	269
2021 Q1	$615K	Hold	12,567	–	–	0.07%	234
2020 Q4	$586K	Hold	12,567	–	–	0.07%	218
2020 Q3	$531K	Hold	12,567	–	–	0.08%	226
2020 Q2	$603K	Hold	12,567	–	–	0.1%	192
2020 Q1	$546K	Hold	12,567	–	–	0.1%	182
2019 Q4	$579K	Hold	12,567	–	–	0.09%	209
2019 Q3	$549K	Hold	12,567	–	–	0.09%	199
2019 Q2	$449K	Hold	12,567	–	–	0.09%	195
2019 Q1	$431K	Hold	12,567	–	–	0.1%	176
2018 Q4	$403K	Hold	12,567	–	–	0.1%	194
2018 Q3	$382K	Buy	12,567 +19	+0.2%	+$586	0.09%	207
2018 Q2	$399K	Hold	12,548	–	–	0.1%	189
2018 Q1	$389K	Buy	+12,548	New	+$387K	0.11%	189

Other funds holding YORW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Global Retirement Partners's YORW Position: Q4 2025 in Review

Global Retirement Partners increased its York Water (YORW) stake by 0.02% in Q4 2025, buying an estimated $64 and bringing the position to 12,892 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #1062.

Global Retirement Partners first reported a position in YORW in Q1 2018 and has held it in 31 quarters since. The position peaked at $672K in Q1 2023. 161 funds tracked by Wall St. Rank hold YORW as of Q4 2025.

Global Retirement Partners held 12,892 shares of York Water worth $410K as of Q4 2025.
Global Retirement Partners bought 2 York Water shares in Q4 2025, an estimated $64.
York Water made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1062 holding.
Global Retirement Partners first reported a position in York Water in Q1 2018 and has held it in 31 quarters since.
Global Retirement Partners's York Water position peaked at $672K in Q1 2023.
161 funds tracked by Wall St. Rank held York Water as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.