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MassMutual Private Wealth & Trust’s York Water YORW Stock Holding History

MassMutual Private Wealth & Trust’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 		$3.92K Sell
128
-122
-49% -$3.66K ﹤0.01% 1775
2026
Q1 		$7.61K Hold
250
– – ﹤0.01% 1486
2025
Q4 		$7.96K Sell
250
-45
-15% -$1.44K ﹤0.01% 1488
2025
Q3 		$8.97K Buy
295
+55
+23% +$1.71K ﹤0.01% 1444
2025
Q2 		$7.58K Buy
240
+81
+51% +$2.71K ﹤0.01% 1470
2025
Q1 		$5.51K Buy
159
+67
+73% +$2.18K ﹤0.01% 1560
2024
Q4 		$3.01K Buy
92
+84
+1,050% +$2.99K ﹤0.01% 1706
2024
Q3 		$300 Hold
8
– – ﹤0.01% 2051
2024
Q2 		$297 Buy
+8
New +$290 ﹤0.01% 2025
2023
Q4 		– Sell
-18
Closed -$675 – 2112
2023
Q3 		$675 Hold
18
– – ﹤0.01% 1755
2023
Q2 		$743 Buy
+18
New +$781 ﹤0.01% 1709

Other funds holding YORW

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

MassMutual Private Wealth & Trust's YORW Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its York Water (YORW) stake by 49% in Q2 2026, selling an estimated $3.66K and leaving 128 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1775.

MassMutual Private Wealth & Trust first reported a position in YORW in Q2 2023 and has held it in 11 quarters since. The position peaked at $8.97K in Q3 2025. 55 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • MassMutual Private Wealth & Trust held 128 shares of York Water worth $3.92K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 122 York Water shares in Q2 2026, an estimated $3.66K.
  • York Water made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1775 holding.
  • MassMutual Private Wealth & Trust first reported a position in York Water in Q2 2023 and has held it in 11 quarters since.
  • MassMutual Private Wealth & Trust's York Water position peaked at $8.97K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.