LPL Financial

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 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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM