Sageworth Trust’s York Water YORW Stock Holding History

Sageworth Trust’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 Q1	–	Sell	-13,657	Closed	-$435K	–	191
2025 Q4	$435K	Hold	13,657	–	–	0.02%	96
2025 Q3	$415K	Hold	13,657	–	–	0.02%	178
2025 Q2	$432K	Hold	13,657	–	–	0.02%	75
2025 Q1	$474K	Hold	13,657	–	–	0.03%	70
2024 Q4	$447K	Hold	13,657	–	–	0.03%	70
2024 Q3	$512K	Hold	13,657	–	–	0.03%	73
2024 Q2	$507K	Hold	13,657	–	–	0.03%	72
2024 Q1	$495K	Hold	13,657	–	–	0.03%	60
2023 Q4	$527K	Hold	13,657	–	–	0.04%	56
2023 Q3	$512K	Hold	13,657	–	–	0.04%	61
2023 Q2	$564K	Hold	13,657	–	–	0.04%	57
2023 Q1	$610K	Hold	13,657	–	–	0.05%	60
2022 Q4	$614K	Hold	13,657	–	–	0.05%	57
2022 Q3	$525K	Hold	13,657	–	–	0.05%	52
2022 Q2	$552K	Hold	13,657	–	–	0.05%	48
2022 Q1	$614K	Hold	13,657	–	–	0.05%	44
2021 Q4	$680K	Hold	13,657	–	–	0.05%	44
2021 Q3	$597K	Buy	+13,657	New	+$655K	0.05%	59
2021 Q2	–	Sell	-1,600	Closed	-$78K	–	911
2021 Q1	$78K	Hold	1,600	–	–	0.01%	144
2020 Q4	$75K	Hold	1,600	–	–	0.01%	97
2020 Q3	$68K	Hold	1,600	–	–	0.01%	74
2020 Q2	$77K	Hold	1,600	–	–	0.01%	64
2020 Q1	$70K	Hold	1,600	–	–	0.01%	69
2019 Q4	$74K	Hold	1,600	–	–	0.01%	77
2019 Q3	$70K	Hold	1,600	–	–	0.01%	82
2019 Q2	$57K	Hold	1,600	–	–	0.01%	88
2019 Q1	$55K	Buy	+1,600	New	+$53.6K	0.01%	73

Other funds holding YORW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sageworth Trust's YORW Position: Q1 2026 in Review

Sageworth Trust sold out of York Water (YORW) in Q1 2026, closing a stake of 13,657 shares — an estimated $435K sold.

Sageworth Trust first reported a position in YORW in Q1 2019 and held it in 27 quarters. The position peaked at $680K in Q4 2021. 178 funds tracked by Wall St. Rank hold YORW as of Q1 2026.

Sageworth Trust reported no remaining York Water position as of Q1 2026 after selling out during the quarter.
Sageworth Trust sold 13,657 York Water shares in Q1 2026, an estimated $435K.
Sageworth Trust first reported a position in York Water in Q1 2019 and held it in 27 quarters.
Sageworth Trust's York Water position peaked at $680K in Q4 2021.
178 funds tracked by Wall St. Rank held York Water as of Q1 2026.

Based on Sageworth Trust's 13F filing for Q1 2026, filed 29 Apr 2026.