Mercer Global Advisors
YORW icon

Mercer Global Advisors’s York Water YORW Stock Holding History

Mercer Global Advisors’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 		$484K Buy
15,791
+3,439
+28% +$103K ﹤0.01% 2320
2026
Q1 		$376K Buy
12,352
+2,683
+28% +$86.7K ﹤0.01% 2222
2025
Q4 		$308K Buy
9,669
+1,938
+25% +$62K ﹤0.01% 2213
2025
Q3 		$235K Buy
+7,731
New +$240K ﹤0.01% 2270

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

Mercer Global Advisors's YORW Position: Q2 2026 in Review

Mercer Global Advisors increased its York Water (YORW) stake by 28% in Q2 2026, buying an estimated $103K and bringing the position to 15,791 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #2320.

Mercer Global Advisors first reported a position in YORW in Q3 2025 and has held it in 4 quarters since. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Mercer Global Advisors held 15,791 shares of York Water worth $484K as of Q2 2026.
  • Mercer Global Advisors bought 3,439 York Water shares in Q2 2026, an estimated $103K.
  • York Water made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2320 holding.
  • Mercer Global Advisors first reported a position in York Water in Q3 2025 and has held it in 4 quarters since.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.