North Star Investment Management’s York Water YORW Stock Holding History

North Star Investment 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	$965K	Buy	31,500 +3,500	+13%	+$105K	0.05%	304
2026 Q1	$853K	Hold	28,000	–	–	0.05%	302
2025 Q4	$892K	Hold	28,000	–	–	0.06%	255
2025 Q3	$852K	Buy	+28,000	New	+$869K	0.05%	258
2020 Q2	–	Sell	-37,150	Closed	-$1.61M	–	1040
2020 Q1	$1.61M	Sell	37,150 -750	-2%	-$34K	0.24%	111
2019 Q4	$1.75M	Hold	37,900	–	–	0.18%	137
2019 Q3	$1.66M	Hold	37,900	–	–	0.18%	140
2019 Q2	$1.35M	Hold	37,900	–	–	0.16%	167
2019 Q1	$1.3M	Hold	37,900	–	–	0.15%	170
2018 Q4	$1.22M	Hold	37,900	–	–	0.16%	170
2018 Q3	$1.15M	Hold	37,900	–	–	0.13%	196
2018 Q2	$1.21M	Hold	37,900	–	–	0.14%	187
2018 Q1	$1.18M	Hold	37,900	–	–	0.14%	189
2017 Q4	$1.28M	Hold	37,900	–	–	0.16%	167
2017 Q3	$1.28M	Hold	37,900	–	–	0.16%	154
2017 Q2	$1.32M	Hold	37,900	–	–	0.18%	151
2017 Q1	$1.33M	Hold	37,900	–	–	0.18%	143
2016 Q4	$1.45M	Hold	37,900	–	–	0.22%	125
2016 Q3	$1.12M	Hold	37,900	–	–	0.2%	133
2016 Q2	$1.21M	Hold	37,900	–	–	0.22%	127
2016 Q1	$1.16M	Hold	37,900	–	–	0.22%	127
2015 Q4	$945K	Hold	37,900	–	–	0.18%	139
2015 Q3	$797K	Buy	37,900 +2,000	+6%	+$42.5K	0.16%	158
2015 Q2	$749K	Hold	35,900	–	–	0.14%	177
2015 Q1	$872K	Hold	35,900	–	–	0.16%	157
2014 Q4	$833K	Hold	35,900	–	–	0.16%	161
2014 Q3	$718K	Buy	35,900 +5,000	+16%	+$99.3K	0.14%	168
2014 Q2	$643K	Hold	30,900	–	–	0.13%	180
2014 Q1	$630K	Hold	30,900	–	–	0.13%	171
2013 Q4	$647K	Hold	30,900	–	–	0.14%	167
2013 Q3	$620K	Buy	30,900 +175	+0.6%	+$3.58K	0.17%	153
2013 Q2	$585K	Buy	+30,725	New	+$576K	0.15%	146

Other funds holding YORW

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

North Star Investment Management's YORW Position: Q2 2026 in Review

North Star Investment Management increased its York Water (YORW) stake by 13% in Q2 2026, buying an estimated $105K and bringing the position to 31,500 shares worth $965K. The position accounts for 0.05% of the portfolio, ranked #304.

North Star Investment Management first reported a position in YORW in Q2 2013 and has held it in 32 quarters since. The position peaked at $1.75M in Q4 2019. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

North Star Investment Management held 31,500 shares of York Water worth $965K as of Q2 2026.
North Star Investment Management bought 3,500 York Water shares in Q2 2026, an estimated $105K.
York Water made up 0.05% of North Star Investment Management's portfolio in Q2 2026, its #304 holding.
North Star Investment Management first reported a position in York Water in Q2 2013 and has held it in 32 quarters since.
North Star Investment Management's York Water position peaked at $1.75M in Q4 2019.
168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.