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Legacy Wealth Management (Idaho)’s York Water YORW Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-8
Closed -$244 – 993
2026
Q1 		$244 Hold
8
– – ﹤0.01% 980
2025
Q4 		$255 Buy
+8
New +$256 ﹤0.01% 862

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Legal & General Group
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Legacy Wealth Management (Idaho)'s YORW Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of York Water (YORW) in Q2 2026, closing a stake of 8 shares — an estimated $244 sold.

Legacy Wealth Management (Idaho) first reported a position in YORW in Q4 2025 and held it in 2 quarters. The position peaked at $255 in Q4 2025. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining York Water position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 8 York Water shares in Q2 2026, an estimated $244.
  • Legacy Wealth Management (Idaho) first reported a position in York Water in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s York Water position peaked at $255 in Q4 2025.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.