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Occudo Quantitative Strategies’s York Water YORW Stock Holding History

Occudo Quantitative Strategies’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 		$344K Sell
11,238
-4,777
-30% -$143K 0.02% 578
2026
Q1 		$465K Buy
+16,015
New +$517K 0.03% 508
2024
Q1 		– Sell
-5,584
Closed -$216K – 1062
2023
Q4 		$216K Buy
+5,584
New +$210K 0.03% 631

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

Occudo Quantitative Strategies's YORW Position: Q2 2026 in Review

Occudo Quantitative Strategies reduced its York Water (YORW) stake by 30% in Q2 2026, selling an estimated $143K and leaving 11,238 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #578.

Occudo Quantitative Strategies first reported a position in YORW in Q4 2023 and has held it in 3 quarters since. The position peaked at $465K in Q1 2026. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Occudo Quantitative Strategies held 11,238 shares of York Water worth $344K as of Q2 2026.
  • Occudo Quantitative Strategies sold 4,777 York Water shares in Q2 2026, an estimated $143K.
  • York Water made up 0.02% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #578 holding.
  • Occudo Quantitative Strategies first reported a position in York Water in Q4 2023 and has held it in 3 quarters since.
  • Occudo Quantitative Strategies's York Water position peaked at $465K in Q1 2026.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.