KWM
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Kiker Wealth Management’s York Water YORW Stock Holding History

Kiker 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
2025
Q3 		– Sell
-90
Closed -$2.84K – 656
2025
Q2 		$2.84K Hold
90
– – ﹤0.01% 469
2025
Q1 		$3.12K Buy
+90
New +$2.93K ﹤0.01% 505

Other funds holding YORW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Kiker Wealth Management's YORW Position: Q3 2025 in Review

Kiker Wealth Management sold out of York Water (YORW) in Q3 2025, closing a stake of 90 shares — an estimated $2.84K sold.

Kiker Wealth Management first reported a position in YORW in Q1 2025 and held it in 2 quarters. The position peaked at $3.12K in Q1 2025. 161 funds tracked by Wall St. Rank hold YORW as of Q3 2025.

  • Kiker Wealth Management reported no remaining York Water position as of Q3 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 90 York Water shares in Q3 2025, an estimated $2.84K.
  • Kiker Wealth Management first reported a position in York Water in Q1 2025 and held it in 2 quarters.
  • Kiker Wealth Management's York Water position peaked at $3.12K in Q1 2025.
  • 161 funds tracked by Wall St. Rank held York Water as of Q3 2025.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.