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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
Q2 		$598K Buy
+19,526
New +$586K 0.01% 622
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

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

Martingale Asset Management's YORW Position: Q2 2026 in Review

Martingale Asset Management opened a new position in York Water (YORW) in Q2 2026: 19,526 shares worth $598K. The stake represents 0.01% of the portfolio and ranks #622 among its holdings. This is a return to the name: Martingale Asset Management previously reported a position in YORW as recently as Q4 2025.

Martingale Asset Management first reported a position in YORW in Q3 2019 and has held it in 27 quarters since. The position peaked at $4.45M in Q2 2020. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Martingale Asset Management held 19,526 shares of York Water worth $598K as of Q2 2026.
  • York Water was a new Martingale Asset Management position in Q2 2026.
  • York Water made up 0.01% of Martingale Asset Management's portfolio in Q2 2026, its #622 holding.
  • Martingale Asset Management first reported a position in York Water in Q3 2019 and has held it in 27 quarters since.
  • Martingale Asset Management's York Water position peaked at $4.45M in Q2 2020.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Martingale Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.