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Kestra Advisory Services’s York Water YORW Stock Holding History

Kestra Advisory 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
Q1 		– Sell
-2,118
Closed -$67.5K – 4439
2025
Q4 		$67.5K Buy
+2,118
New +$67.8K ﹤0.01% 3740
2024
Q4 		– Sell
-6,693
Closed -$251K – 2837
2024
Q3 		$251K Buy
6,693
+613
+10% +$23.8K ﹤0.01% 2210
2024
Q2 		$204K Buy
+6,080
New +$220K ﹤0.01% 2396
2024
Q1 		– Sell
-5,799
Closed -$224K – 2538
2023
Q4 		$224K Sell
5,799
-857
-13% -$32.3K ﹤0.01% 2033
2023
Q3 		$250K Buy
+6,656
New +$272K ﹤0.01% 1794
2022
Q4 		– Sell
-6,967
Closed -$268K – 2355
2022
Q3 		$268K Buy
+6,967
New +$299K ﹤0.01% 1669
2021
Q1 		– Sell
-7,759
Closed -$362K – 2083
2020
Q4 		$362K Buy
+7,759
New +$355K ﹤0.01% 1368

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

Kestra Advisory Services's YORW Position: Q1 2026 in Review

Kestra Advisory Services sold out of York Water (YORW) in Q1 2026, closing a stake of 2,118 shares — an estimated $67.5K sold.

Kestra Advisory Services first reported a position in YORW in Q4 2020 and held it in 7 quarters. The position peaked at $362K in Q4 2020. 178 funds tracked by Wall St. Rank hold YORW as of Q1 2026.

  • Kestra Advisory Services reported no remaining York Water position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,118 York Water shares in Q1 2026, an estimated $67.5K.
  • Kestra Advisory Services first reported a position in York Water in Q4 2020 and held it in 7 quarters.
  • Kestra Advisory Services's York Water position peaked at $362K in Q4 2020.
  • 178 funds tracked by Wall St. Rank held York Water as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.