Nisa Investment Advisors
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Nisa Investment Advisors’s York Water YORW Stock Holding History

Nisa Investment 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 		$64.6K Buy
2,097
+1,711
+443% +$51.4K ﹤0.01% 1755
2026
Q1 		$11.8K Buy
386
+4
+1% +$129 ﹤0.01% 2183
2025
Q4 		$12.3K Sell
382
-262
-41% -$8.38K ﹤0.01% 2140
2025
Q3 		$19.7K Hold
644
– – ﹤0.01% 2000
2025
Q2 		$20.5K Hold
644
– – ﹤0.01% 1927
2025
Q1 		$22.5K Buy
644
+620
+2,583% +$20.2K ﹤0.01% 1829
2024
Q4 		$791 Sell
24
-15
-38% -$534 ﹤0.01% 2726
2024
Q3 		$1.47K Sell
39
-4,592
-99% -$178K ﹤0.01% 2485
2024
Q2 		$173K Buy
4,631
+4,606
+18,424% +$167K ﹤0.01% 1343
2024
Q1 		$912 Buy
+25
New +$901 ﹤0.01% 2380
2023
Q4 		– Sell
-1,035
Closed -$38.8K – 2763
2023
Q3 		$38.8K Buy
1,035
+1,010
+4,040% +$41.3K ﹤0.01% 1806
2023
Q2 		$1.03K Hold
25
– – ﹤0.01% 2431
2023
Q1 		$1K Sell
25
-6
-19% -$268 ﹤0.01% 2483
2022
Q4 		$1K Hold
31
– – ﹤0.01% 2534
2022
Q3 		$1K Buy
+31
New +$1.33K ﹤0.01% 2532
2022
Q2 		– Sell
-1,310
Closed -$59K – 2522
2022
Q1 		$59K Sell
1,310
-220
-14% -$9.82K ﹤0.01% 1794
2021
Q4 		$69K Buy
1,530
+1,330
+665% +$63.4K ﹤0.01% 1640
2021
Q3 		$9K Hold
200
– – ﹤0.01% 2223
2021
Q2 		$9K Hold
200
– – ﹤0.01% 2243
2021
Q1 		$10K Sell
200
-2,320
-92% -$106K ﹤0.01% 2211
2020
Q4 		$117K Buy
2,520
+300
+14% +$13.7K ﹤0.01% 1674
2020
Q3 		$94K Buy
2,220
+1,235
+125% +$56.6K ﹤0.01% 1565
2020
Q2 		$47K Buy
985
+785
+393% +$34K ﹤0.01% 1601
2020
Q1 		$9K Hold
200
– – ﹤0.01% 1873
2019
Q4 		$9K Hold
200
– – ﹤0.01% 1852
2019
Q3 		$9K Hold
200
– – ﹤0.01% 1820
2019
Q2 		$7K Buy
+200
New +$6.86K ﹤0.01% 1847

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

Nisa Investment Advisors's YORW Position: Q2 2026 in Review

Nisa Investment Advisors increased its York Water (YORW) stake by 443% in Q2 2026, buying an estimated $51.4K and bringing the position to 2,097 shares worth $64.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1755.

Nisa Investment Advisors first reported a position in YORW in Q2 2019 and has held it in 27 quarters since. The position peaked at $173K in Q2 2024. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Nisa Investment Advisors held 2,097 shares of York Water worth $64.6K as of Q2 2026.
  • Nisa Investment Advisors bought 1,711 York Water shares in Q2 2026, an estimated $51.4K.
  • York Water made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1755 holding.
  • Nisa Investment Advisors first reported a position in York Water in Q2 2019 and has held it in 27 quarters since.
  • Nisa Investment Advisors's York Water position peaked at $173K in Q2 2024.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.