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Stone House Investment Management’s York Water YORW Stock Holding History

Stone House Investment 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
Q1 		$3.04K Hold
100
– – ﹤0.01% 526
2025
Q4 		$3.18K Hold
100
– – ﹤0.01% 503
2025
Q3 		$3.04K Hold
100
– – ﹤0.01% 434
2025
Q2 		$3.16K Hold
100
– – ﹤0.01% 377
2025
Q1 		$3.47K Buy
+100
New +$3.25K ﹤0.01% 348
2024
Q4 		– Sell
-100
Closed -$3.75K – 365
2024
Q3 		$3.75K Hold
100
– – ﹤0.01% 297
2024
Q2 		$3.71K Hold
100
– – ﹤0.01% 292
2024
Q1 		$3.63K Buy
+100
New +$3.61K ﹤0.01% 307

Other funds holding YORW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Stone House Investment Management's YORW Position: Q1 2026 in Review

Stone House Investment Management held its York Water (YORW) position steady in Q1 2026 at 100 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Stone House Investment Management first reported a position in YORW in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.75K in Q3 2024. 178 funds tracked by Wall St. Rank hold YORW as of Q1 2026.

  • Stone House Investment Management held 100 shares of York Water worth $3.04K as of Q1 2026.
  • Stone House Investment Management left its York Water share count unchanged in Q1 2026.
  • York Water made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #526 holding.
  • Stone House Investment Management first reported a position in York Water in Q1 2024 and has held it in 8 quarters since.
  • Stone House Investment Management's York Water position peaked at $3.75K in Q3 2024.
  • 178 funds tracked by Wall St. Rank held York Water as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.