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	–	–	0.41%	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

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Harbor Investment Advisory's YORW Position: Q2 2026 in Review

Harbor Investment Advisory held its York Water (YORW) position steady in Q2 2026 at 14,537 shares worth $446K. The position accounts for 0.03% of the portfolio, ranked #317.

Harbor Investment Advisory first reported a position in YORW in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.8M in Q4 2021. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

Harbor Investment Advisory held 14,537 shares of York Water worth $446K as of Q2 2026.
Harbor Investment Advisory left its York Water share count unchanged in Q2 2026.
York Water made up 0.03% of Harbor Investment Advisory's portfolio in Q2 2026, its #317 holding.
Harbor Investment Advisory first reported a position in York Water in Q4 2019 and has held it in 27 quarters since.
Harbor Investment Advisory's York Water position peaked at $2.8M in Q4 2021.
168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.