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Stephens Consulting’s York Water YORW Stock Holding History

Stephens Consulting’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
2025
Q2 		– Sell
-10
Closed -$347 – 2039
2025
Q1 		$347 Buy
+10
New +$326 ﹤0.01% 1354

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ZP
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stephens Consulting's YORW Position: Q2 2025 in Review

Stephens Consulting sold out of York Water (YORW) in Q2 2025, closing a stake of 10 shares — an estimated $347 sold.

Stephens Consulting first reported a position in YORW in Q1 2025 and held it in 1 quarter. The position peaked at $347 in Q1 2025. 160 funds tracked by Wall St. Rank hold YORW as of Q2 2025.

  • Stephens Consulting reported no remaining York Water position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 10 York Water shares in Q2 2025, an estimated $347.
  • Stephens Consulting first reported a position in York Water in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's York Water position peaked at $347 in Q1 2025.
  • 160 funds tracked by Wall St. Rank held York Water as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.