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John G. Ullman & Associates’s York Water YORW Stock Holding History

John G. Ullman & Associates’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 		$2.85M Buy
92,975
+55,925
+151% +$1.68M 0.35% 76
2026
Q1 		$1.13M Hold
37,050
– – 0.15% 93
2025
Q4 		$1.18M Buy
+37,050
New +$1.19M 0.16% 97

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

John G. Ullman & Associates's YORW Position: Q2 2026 in Review

John G. Ullman & Associates increased its York Water (YORW) stake by 151% in Q2 2026, buying an estimated $1.68M and bringing the position to 92,975 shares worth $2.85M. The position accounts for 0.35% of the portfolio, ranked #76.

John G. Ullman & Associates first reported a position in YORW in Q4 2025 and has held it in 3 quarters since. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • John G. Ullman & Associates held 92,975 shares of York Water worth $2.85M as of Q2 2026.
  • John G. Ullman & Associates bought 55,925 York Water shares in Q2 2026, an estimated $1.68M.
  • York Water made up 0.35% of John G. Ullman & Associates's portfolio in Q2 2026, its #76 holding.
  • John G. Ullman & Associates first reported a position in York Water in Q4 2025 and has held it in 3 quarters since.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on John G. Ullman & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.