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Rothschild Investment LLC’s York Water YORW Stock Holding History

Rothschild Investment LLC’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 		$4.9K Buy
160
+77
+93% +$2.31K ﹤0.01% 2270
2026
Q1 		$2.53K Buy
83
+5
+6% +$161 ﹤0.01% 2437
2025
Q4 		$2.48K Buy
78
+28
+56% +$896 ﹤0.01% 2257
2025
Q3 		$1.52K Buy
50
+5
+11% +$155 ﹤0.01% 2396
2025
Q2 		$1.42K Buy
45
+25
+125% +$835 ﹤0.01% 2269
2025
Q1 		$694 Buy
20
+10
+100% +$326 ﹤0.01% 2510
2024
Q4 		$327 Sell
10
-10
-50% -$356 ﹤0.01% 2670
2024
Q3 		$749 Buy
20
+5
+33% +$194 ﹤0.01% 2343
2024
Q2 		$556 Buy
15
+10
+200% +$363 ﹤0.01% 1944
2024
Q1 		$181 Buy
+5
New +$180 ﹤0.01% 1796

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

Rothschild Investment LLC's YORW Position: Q2 2026 in Review

Rothschild Investment LLC increased its York Water (YORW) stake by 93% in Q2 2026, buying an estimated $2.31K and bringing the position to 160 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2270.

Rothschild Investment LLC first reported a position in YORW in Q1 2024 and has held it in 10 quarters since. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Rothschild Investment LLC held 160 shares of York Water worth $4.9K as of Q2 2026.
  • Rothschild Investment LLC bought 77 York Water shares in Q2 2026, an estimated $2.31K.
  • York Water made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2270 holding.
  • Rothschild Investment LLC first reported a position in York Water in Q1 2024 and has held it in 10 quarters since.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.