LPL Financial
YORW icon

LPL Financial’s York Water YORW Stock Holding History

LPL Financial’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 		$1.38M Sell
45,144
-409
-0.9% -$12.3K ﹤0.01% 4129
2026
Q1 		$1.39M Sell
45,553
-1,139
-2% -$36.8K ﹤0.01% 3852
2025
Q4 		$1.49M Buy
46,692
+5,636
+14% +$180K ﹤0.01% 3669
2025
Q3 		$1.25M Sell
41,056
-1,386
-3% -$43K ﹤0.01% 3785
2025
Q2 		$1.34M Buy
42,442
+7,641
+22% +$255K ﹤0.01% 3484
2025
Q1 		$1.21M Sell
34,801
-3,431
-9% -$112K ﹤0.01% 3396
2024
Q4 		$1.25M Sell
38,232
-921
-2% -$32.8K ﹤0.01% 3297
2024
Q3 		$1.47M Buy
39,153
+1,196
+3% +$46.4K ﹤0.01% 3023
2024
Q2 		$1.41M Sell
37,957
-3,809
-9% -$138K ﹤0.01% 2928
2024
Q1 		$1.51M Sell
41,766
-6,218
-13% -$224K ﹤0.01% 2793
2023
Q4 		$1.85M Buy
47,984
+21,447
+81% +$808K ﹤0.01% 2475
2023
Q3 		$995K Sell
26,537
-96
-0.4% -$3.92K ﹤0.01% 2890
2023
Q2 		$1.1M Buy
26,633
+460
+2% +$20K ﹤0.01% 2765
2023
Q1 		$1.17M Buy
+26,173
New +$1.17M ﹤0.01% 2627
2021
Q3 		– Sell
-9,090
Closed -$412K – 4431
2021
Q2 		$412K Buy
9,090
+1,200
+15% +$59.5K ﹤0.01% 3321
2021
Q1 		$386K Buy
7,890
+500
+7% +$22.8K ﹤0.01% 3261
2020
Q4 		$344K Buy
+7,390
New +$338K ﹤0.01% 3098

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

LPL Financial's YORW Position: Q2 2026 in Review

LPL Financial reduced its York Water (YORW) stake by 0.9% in Q2 2026, selling an estimated $12.3K and leaving 45,144 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #4129.

LPL Financial first reported a position in YORW in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.85M in Q4 2023. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • LPL Financial held 45,144 shares of York Water worth $1.38M as of Q2 2026.
  • LPL Financial sold 409 York Water shares in Q2 2026, an estimated $12.3K.
  • York Water made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4129 holding.
  • LPL Financial first reported a position in York Water in Q4 2020 and has held it in 17 quarters since.
  • LPL Financial's York Water position peaked at $1.85M in Q4 2023.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.