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Pinnacle Wealth Planning Services’s York Water YORW Stock Holding History

Pinnacle Wealth Planning Services’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 		– Sell
-152
Closed -$4.63K – 2835
2026
Q1 		$4.63K Sell
152
-66
-30% -$2.13K ﹤0.01% 2283
2025
Q4 		$6.94K Buy
+218
New +$6.98K ﹤0.01% 2171

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

Pinnacle Wealth Planning Services's YORW Position: Q2 2026 in Review

Pinnacle Wealth Planning Services sold out of York Water (YORW) in Q2 2026, closing a stake of 152 shares — an estimated $4.63K sold.

Pinnacle Wealth Planning Services first reported a position in YORW in Q4 2025 and held it in 2 quarters. The position peaked at $6.94K in Q4 2025. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Pinnacle Wealth Planning Services reported no remaining York Water position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 152 York Water shares in Q2 2026, an estimated $4.63K.
  • Pinnacle Wealth Planning Services first reported a position in York Water in Q4 2025 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's York Water position peaked at $6.94K in Q4 2025.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.