Marshall Wace
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Marshall Wace’s York Water YORW Stock Holding History

Marshall Wace’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 		$1.44M Buy
47,012
+5,526
+13% +$166K ﹤0.01% 2023
2026
Q1 		$1.26M Buy
+41,486
New +$1.34M ﹤0.01% 2019
2025
Q4 		– Sell
-28,596
Closed -$870K – 3573
2025
Q3 		$870K Buy
+28,596
New +$887K ﹤0.01% 1999
2022
Q4 		– Sell
-5,372
Closed -$206K – 3490
2022
Q3 		$206K Buy
+5,372
New +$230K ﹤0.01% 3077

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

Marshall Wace's YORW Position: Q2 2026 in Review

Marshall Wace increased its York Water (YORW) stake by 13% in Q2 2026, buying an estimated $166K and bringing the position to 47,012 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

Marshall Wace first reported a position in YORW in Q3 2022 and has held it in 4 quarters since. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Marshall Wace held 47,012 shares of York Water worth $1.44M as of Q2 2026.
  • Marshall Wace bought 5,526 York Water shares in Q2 2026, an estimated $166K.
  • York Water made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2023 holding.
  • Marshall Wace first reported a position in York Water in Q3 2022 and has held it in 4 quarters since.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.