HIA
YORW icon

Harbor Investment Advisory’s York Water YORW Stock Holding History

Harbor Investment Advisory’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 		$446K Hold
14,537
– – 0.03% 317
2026
Q1 		$443K Hold
14,537
– – 0.03% 300
2025
Q4 		$463K Hold
14,537
– – 0.03% 292
2025
Q3 		$442K Hold
14,537
– – 0.04% 296
2025
Q2 		$459K Hold
14,537
– – 0.04% 274
2025
Q1 		$504K Hold
14,537
– – 0.05% 250
2024
Q4 		$476K Sell
14,537
-21,463
-60% -$765K 0.04% 243
2024
Q3 		$1.35M Hold
36,000
– – 0.13% 126
2024
Q2 		$1.34M Hold
36,000
– – 0.14% 115
2024
Q1 		$1.31M Hold
36,000
– – 0.14% 120
2023
Q4 		$1.39M Sell
36,000
-12,700
-26% -$478K 0.16% 108
2023
Q3 		$1.83M Hold
48,700
– – 0.24% 76
2023
Q2 		$2.01M Hold
48,700
– – 0.28% 72
2023
Q1 		$2.18M Hold
48,700
– – 0.33% 63
2022
Q4 		$2.19M Hold
48,700
– – 0.34% 62
2022
Q3 		$1.87M Sell
48,700
-7,549
-13% -$324K 0.31% 65
2022
Q2 		$2.27M Hold
56,249
– – 0.36% 56
2022
Q1 		$2.53M Hold
56,249
– – 0.34% 60
2021
Q4 		$2.8M Hold
56,249
– – 0.35% 56
2021
Q3 		$2.46M Hold
56,249
– – 0.33% 62
2021
Q2 		$2.55M Hold
56,249
– – 0.35% 63
2021
Q1 		$2.75M Hold
56,249
– – 0.42% 54
2020
Q4 		$2.62M Buy
56,249
+224
+0.4% +$10.3K 0.42% 53
2020
Q3 		$2.37M Buy
56,025
+216
+0.4% +$9.89K 0.45% 52
2020
Q2 		$2.68M Buy
55,809
+233
+0.4% +$10.1K 0.57% 40
2020
Q1 		$2.42M Buy
55,576
+222
+0.4% +$10.1K 0.65% 33
2019
Q4 		$2.55M Buy
+55,354
New +$2.43M 0.59% 39

Other funds holding YORW

FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return