HM Payson & Co’s York Water YORW Stock Holding History

HM Payson & Co’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 Q2	–	Sell	-410	Closed	-$14.2K	–	1061
2025 Q1	$14.2K	Hold	410	–	–	﹤0.01%	831
2024 Q4	$13.4K	Hold	410	–	–	﹤0.01%	818
2024 Q3	$15.4K	Hold	410	–	–	﹤0.01%	800
2024 Q2	$15.2K	Hold	410	–	–	﹤0.01%	794
2024 Q1	$14.9K	Hold	410	–	–	﹤0.01%	781
2023 Q4	$15.8K	Hold	410	–	–	﹤0.01%	769
2023 Q3	$15.4K	Hold	410	–	–	﹤0.01%	771
2023 Q2	$16.9K	Hold	410	–	–	﹤0.01%	747
2023 Q1	$18.3K	Hold	410	–	–	﹤0.01%	727
2022 Q4	$18.4K	Hold	410	–	–	﹤0.01%	683
2022 Q3	$16K	Hold	410	–	–	﹤0.01%	734
2022 Q2	$17K	Hold	410	–	–	﹤0.01%	750
2022 Q1	$18K	Hold	410	–	–	﹤0.01%	769
2021 Q4	$20K	Hold	410	–	–	﹤0.01%	766
2021 Q3	$18K	Hold	410	–	–	﹤0.01%	762
2021 Q2	$19K	Hold	410	–	–	﹤0.01%	749
2021 Q1	$20K	Hold	410	–	–	﹤0.01%	760
2020 Q4	$19K	Hold	410	–	–	﹤0.01%	783
2020 Q3	$17K	Hold	410	–	–	﹤0.01%	765
2020 Q2	$20K	Hold	410	–	–	﹤0.01%	671
2020 Q1	$18K	Hold	410	–	–	﹤0.01%	670
2019 Q4	$19K	Hold	410	–	–	﹤0.01%	724
2019 Q3	$18K	Hold	410	–	–	﹤0.01%	743
2019 Q2	$15K	Buy	+410	New	+$14.1K	﹤0.01%	770

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

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HM Payson & Co's YORW Position: Q2 2025 in Review

HM Payson & Co sold out of York Water (YORW) in Q2 2025, closing a stake of 410 shares — an estimated $14.2K sold.

HM Payson & Co first reported a position in YORW in Q2 2019 and held it in 24 quarters. The position peaked at $20K in Q4 2021. 160 funds tracked by Wall St. Rank hold YORW as of Q2 2025.

HM Payson & Co reported no remaining York Water position as of Q2 2025 after selling out during the quarter.
HM Payson & Co sold 410 York Water shares in Q2 2025, an estimated $14.2K.
HM Payson & Co first reported a position in York Water in Q2 2019 and held it in 24 quarters.
HM Payson & Co's York Water position peaked at $20K in Q4 2021.
160 funds tracked by Wall St. Rank held York Water as of Q2 2025.

Based on HM Payson & Co's 13F filing for Q2 2025, filed 17 Oct 2025.