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Horizon Financial Services’s York Water YORW Stock Holding History

Horizon Financial Services’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 		$15.3K Hold
500
– – 0.01% 285
2026
Q1 		$15.2K Hold
500
– – 0.01% 219
2025
Q4 		$15.9K Hold
500
– – 0.01% 153
2025
Q3 		$15.2K Hold
500
– – 0.01% 154
2025
Q2 		$15.8K Hold
500
– – 0.01% 121
2025
Q1 		$17.3K Hold
500
– – 0.01% 105
2024
Q4 		$16.4K Hold
500
– – 0.01% 105
2024
Q3 		$18.7K Hold
500
– – 0.01% 110
2024
Q2 		$18.5K Hold
500
– – 0.01% 107
2024
Q1 		$18.1K Buy
+500
New +$18K 0.01% 110

Other funds holding YORW

ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Horizon Financial Services's YORW Position: Q2 2026 in Review

Horizon Financial Services held its York Water (YORW) position steady in Q2 2026 at 500 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #285.

Horizon Financial Services first reported a position in YORW in Q1 2024 and has held it in 10 quarters since. The position peaked at $18.7K in Q3 2024. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Horizon Financial Services held 500 shares of York Water worth $15.3K as of Q2 2026.
  • Horizon Financial Services left its York Water share count unchanged in Q2 2026.
  • York Water made up 0.01% of Horizon Financial Services's portfolio in Q2 2026, its #285 holding.
  • Horizon Financial Services first reported a position in York Water in Q1 2024 and has held it in 10 quarters since.
  • Horizon Financial Services's York Water position peaked at $18.7K in Q3 2024.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.