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Midwest Trust’s York Water YORW Stock Holding History

Midwest 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 		$231K Sell
7,551
-50
-0.7% -$1.5K ﹤0.01% 579
2026
Q1 		$231K Sell
7,601
-50
-0.7% -$1.61K ﹤0.01% 554
2025
Q4 		$244K Sell
7,651
-165
-2% -$5.28K ﹤0.01% 548
2025
Q3 		$238K Sell
7,816
-42
-0.5% -$1.3K ﹤0.01% 550
2025
Q2 		$248K Buy
+7,858
New +$262K ﹤0.01% 550

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

Midwest Trust's YORW Position: Q2 2026 in Review

Midwest Trust reduced its York Water (YORW) stake by 0.66% in Q2 2026, selling an estimated $1.5K and leaving 7,551 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Midwest Trust first reported a position in YORW in Q2 2025 and has held it in 5 quarters since. The position peaked at $248K in Q2 2025. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Midwest Trust held 7,551 shares of York Water worth $231K as of Q2 2026.
  • Midwest Trust sold 50 York Water shares in Q2 2026, an estimated $1.5K.
  • York Water made up ﹤0.01% of Midwest Trust's portfolio in Q2 2026, its #579 holding.
  • Midwest Trust first reported a position in York Water in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's York Water position peaked at $248K in Q2 2025.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.