Johnson & White Wealth Management’s York Water YORW Stock Holding History

Johnson & White Wealth Management’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	$652K	Buy	21,268 +264	+1%	+$7.93K	0.24%	69
2026 Q1	$640K	Sell	21,004 -393	-2%	-$12.7K	0.27%	68
2025 Q4	$681K	Sell	21,397 -1,096	-5%	-$35.1K	0.3%	64
2025 Q3	$684K	Sell	22,493 -1,427	-6%	-$44.3K	0.31%	64
2025 Q2	$756K	Sell	23,920 -1,342	-5%	-$44.8K	0.38%	54
2025 Q1	$876K	Sell	25,262 -236	-0.9%	-$7.68K	0.49%	48
2024 Q4	$828K	Buy	+25,498	New	+$908K	0.5%	46
2024 Q2	–	Sell	-29,670	Closed	-$1.08M	–	90
2024 Q1	$1.08M	Buy	29,670 +4	+0%	+$144	0.78%	33
2023 Q4	$1.15M	Buy	29,666 +16	+0.1%	+$603	0.95%	28
2023 Q3	$1.11M	Buy	+29,650	New	+$1.21M	1.01%	28
2023 Q2	–	Sell	-29,291	Closed	-$1.31M	–	74
2023 Q1	$1.31M	Buy	+29,291	New	+$1.31M	1.17%	24
2022 Q4	–	Sell	-27,802	Closed	-$1.07M	–	132
2022 Q3	$1.07M	Buy	+27,802	New	+$1.19M	1.2%	21

Other funds holding YORW

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Johnson & White Wealth Management's YORW Position: Q2 2026 in Review

Johnson & White Wealth Management increased its York Water (YORW) stake by 1.3% in Q2 2026, buying an estimated $7.93K and bringing the position to 21,268 shares worth $652K. The position accounts for 0.24% of the portfolio, ranked #69.

Johnson & White Wealth Management first reported a position in YORW in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.31M in Q1 2023. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

Johnson & White Wealth Management held 21,268 shares of York Water worth $652K as of Q2 2026.
Johnson & White Wealth Management bought 264 York Water shares in Q2 2026, an estimated $7.93K.
York Water made up 0.24% of Johnson & White Wealth Management's portfolio in Q2 2026, its #69 holding.
Johnson & White Wealth Management first reported a position in York Water in Q3 2022 and has held it in 12 quarters since.
Johnson & White Wealth Management's York Water position peaked at $1.31M in Q1 2023.
168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.