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Martingale Asset Management’s York Water YORW Stock Holding History

Martingale Asset 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
2026
Q1 		– Sell
-6,659
Closed -$212K – 871
2025
Q4 		$212K Sell
6,659
-13,954
-68% -$447K 0.01% 746
2025
Q3 		$627K Sell
20,613
-410
-2% -$12.7K 0.02% 577
2025
Q2 		$664K Sell
21,023
-2,503
-11% -$83.6K 0.02% 568
2025
Q1 		$816K Buy
23,526
+741
+3% +$24.1K 0.02% 506
2024
Q4 		$746K Buy
22,785
+670
+3% +$23.9K 0.02% 542
2024
Q3 		$828K Buy
22,115
+200
+0.9% +$7.76K 0.02% 510
2024
Q2 		$813K Buy
21,915
+401
+2% +$14.5K 0.02% 494
2024
Q1 		$780K Buy
21,514
+200
+0.9% +$7.21K 0.02% 522
2023
Q4 		$823K Buy
21,314
+401
+2% +$15.1K 0.02% 493
2023
Q3 		$784K Buy
20,913
+100
+0.5% +$4.08K 0.02% 510
2023
Q2 		$859K Hold
20,813
– – 0.02% 485
2023
Q1 		$930K Buy
20,813
+600
+3% +$26.8K 0.02% 463
2022
Q4 		$909K Buy
20,213
+405
+2% +$17.6K 0.02% 482
2022
Q3 		$762K Buy
19,808
+301
+2% +$12.9K 0.02% 515
2022
Q2 		$790K Buy
19,507
+300
+2% +$12.1K 0.01% 530
2022
Q1 		$864K Buy
19,207
+200
+1% +$8.93K 0.01% 523
2021
Q4 		$947K Buy
19,007
+1,000
+6% +$47.7K 0.01% 510
2021
Q3 		$788K Buy
18,007
+9,600
+114% +$460K 0.01% 564
2021
Q2 		$382K Hold
8,407
– – ﹤0.01% 670
2021
Q1 		$413K Sell
8,407
-200
-2% -$9.12K ﹤0.01% 668
2020
Q4 		$402K Sell
8,607
-36,300
-81% -$1.66M ﹤0.01% 669
2020
Q3 		$1.9M Sell
44,907
-47,800
-52% -$2.19M 0.02% 435
2020
Q2 		$4.45M Hold
92,707
– – 0.05% 339
2020
Q1 		$4.03M Buy
92,707
+2,200
+2% +$99.8K 0.05% 342
2019
Q4 		$4.17M Buy
90,507
+38,002
+72% +$1.67M 0.04% 424
2019
Q3 		$2.29M Buy
+52,505
New +$1.98M 0.02% 552

Other funds holding YORW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Martingale Asset Management's YORW Position: Q1 2026 in Review

Martingale Asset Management sold out of York Water (YORW) in Q1 2026, closing a stake of 6,659 shares — an estimated $212K sold.

Martingale Asset Management first reported a position in YORW in Q3 2019 and held it in 26 quarters. The position peaked at $4.45M in Q2 2020. 178 funds tracked by Wall St. Rank hold YORW as of Q1 2026.

  • Martingale Asset Management reported no remaining York Water position as of Q1 2026 after selling out during the quarter.
  • Martingale Asset Management sold 6,659 York Water shares in Q1 2026, an estimated $212K.
  • Martingale Asset Management first reported a position in York Water in Q3 2019 and held it in 26 quarters.
  • Martingale Asset Management's York Water position peaked at $4.45M in Q2 2020.
  • 178 funds tracked by Wall St. Rank held York Water as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.