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RKL Wealth Management’s York Water YORW Stock Holding History

RKL Wealth 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 		$432K Buy
14,085
+226
+2% +$6.79K 0.03% 144
2026
Q1 		$422K Buy
13,859
+103
+0.7% +$3.33K 0.04% 134
2025
Q4 		$438K Sell
13,756
-713
-5% -$22.8K 0.04% 140
2025
Q3 		$440K Buy
14,469
+42
+0.3% +$1.3K 0.04% 133
2025
Q2 		$456K Buy
14,427
+15
+0.1% +$501 0.04% 134
2025
Q1 		$500K Buy
+14,412
New +$469K 0.05% 121

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

RKL Wealth Management's YORW Position: Q2 2026 in Review

RKL Wealth Management increased its York Water (YORW) stake by 1.6% in Q2 2026, buying an estimated $6.79K and bringing the position to 14,085 shares worth $432K. The position accounts for 0.03% of the portfolio, ranked #144.

RKL Wealth Management first reported a position in YORW in Q1 2025 and has held it in 6 quarters since. The position peaked at $500K in Q1 2025. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • RKL Wealth Management held 14,085 shares of York Water worth $432K as of Q2 2026.
  • RKL Wealth Management bought 226 York Water shares in Q2 2026, an estimated $6.79K.
  • York Water made up 0.03% of RKL Wealth Management's portfolio in Q2 2026, its #144 holding.
  • RKL Wealth Management first reported a position in York Water in Q1 2025 and has held it in 6 quarters since.
  • RKL Wealth Management's York Water position peaked at $500K in Q1 2025.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.