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Integrated Wealth Concepts’s York Water YORW Stock Holding History

Integrated Wealth Concepts’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 		$45.8K Buy
+1,493
New +$44.8K ﹤0.01% 3444

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

Integrated Wealth Concepts's YORW Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in York Water (YORW) in Q2 2026: 1,493 shares worth $45.8K. The stake represents ﹤0.01% of the portfolio and ranks #3444 among its holdings.

168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Integrated Wealth Concepts held 1,493 shares of York Water worth $45.8K as of Q2 2026.
  • York Water was a new Integrated Wealth Concepts position in Q2 2026.
  • York Water made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3444 holding.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.