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InceptionR’s York Water YORW Stock Holding History

InceptionR’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
Q1 		– Sell
-12,398
Closed -$395K – 941
2025
Q4 		$395K Buy
+12,398
New +$397K 0.11% 352
2025
Q3 		– Sell
-7,330
Closed -$232K – 974
2025
Q2 		$232K Buy
+7,330
New +$245K 0.05% 529

Other funds holding YORW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

InceptionR's YORW Position: Q1 2026 in Review

InceptionR sold out of York Water (YORW) in Q1 2026, closing a stake of 12,398 shares — an estimated $395K sold.

InceptionR first reported a position in YORW in Q2 2025 and held it in 2 quarters. The position peaked at $395K in Q4 2025. 178 funds tracked by Wall St. Rank hold YORW as of Q1 2026.

  • InceptionR reported no remaining York Water position as of Q1 2026 after selling out during the quarter.
  • InceptionR sold 12,398 York Water shares in Q1 2026, an estimated $395K.
  • InceptionR first reported a position in York Water in Q2 2025 and held it in 2 quarters.
  • InceptionR's York Water position peaked at $395K in Q4 2025.
  • 178 funds tracked by Wall St. Rank held York Water as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.