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 Q3	$453K	Buy	14,787 +250	+2%	+$8.04K	0.03%	315
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	–	–	0.41%	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

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Harbor Investment Advisory's YORW Position: Q3 2026 in Review

Harbor Investment Advisory increased its York Water (YORW) stake by 1.7% in Q3 2026, buying an estimated $8.04K and bringing the position to 14,787 shares worth $453K. The position accounts for 0.03% of the portfolio, ranked #315.

Harbor Investment Advisory first reported a position in YORW in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.8M in Q4 2021. 15 funds tracked by Wall St. Rank hold YORW as of Q3 2026.

Harbor Investment Advisory held 14,787 shares of York Water worth $453K as of Q3 2026.
Harbor Investment Advisory bought 250 York Water shares in Q3 2026, an estimated $8.04K.
York Water made up 0.03% of Harbor Investment Advisory's portfolio in Q3 2026, its #315 holding.
Harbor Investment Advisory first reported a position in York Water in Q4 2019 and has held it in 28 quarters since.
Harbor Investment Advisory's York Water position peaked at $2.8M in Q4 2021.
15 funds tracked by Wall St. Rank held York Water as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.