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Planning Strategies’s York Water YORW Stock Holding History

Planning 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 		$12.3K Buy
+401
New +$12K 0.01% 300

Other funds holding YORW

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

Planning Strategies's YORW Position: Q2 2026 in Review

Planning Strategies opened a new position in York Water (YORW) in Q2 2026: 401 shares worth $12.3K. The stake represents 0.01% of the portfolio and ranks #300 among its holdings.

160 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Planning Strategies held 401 shares of York Water worth $12.3K as of Q2 2026.
  • York Water was a new Planning Strategies position in Q2 2026.
  • York Water made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #300 holding.
  • 160 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.