Physician Wealth Advisors’s York Water YORW Stock Holding History

Physician Wealth 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	$3.8K	Buy	124 +91	+276%	+$2.73K	﹤0.01%	1215
2026 Q1	$1K	Buy	33 +3	+10%	+$97	﹤0.01%	1689
2025 Q4	$956	Sell	30 -9	-23%	-$288	﹤0.01%	1651
2025 Q3	$1.19K	Sell	39 -21	-35%	-$651	﹤0.01%	1475
2025 Q2	$1.9K	Buy	60 +20	+50%	+$668	﹤0.01%	1069
2025 Q1	$1.39K	Hold	40	–	–	﹤0.01%	944
2024 Q4	$1.31K	Buy	+40	New	+$1.43K	﹤0.01%	898

Other funds holding YORW

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Physician Wealth Advisors's YORW Position: Q2 2026 in Review

Physician Wealth Advisors increased its York Water (YORW) stake by 276% in Q2 2026, buying an estimated $2.73K and bringing the position to 124 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Physician Wealth Advisors first reported a position in YORW in Q4 2024 and has held it in 7 quarters since. 53 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

Physician Wealth Advisors held 124 shares of York Water worth $3.8K as of Q2 2026.
Physician Wealth Advisors bought 91 York Water shares in Q2 2026, an estimated $2.73K.
York Water made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1215 holding.
Physician Wealth Advisors first reported a position in York Water in Q4 2024 and has held it in 7 quarters since.
53 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.