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TD Private Client Wealth’s York Water YORW Stock Holding History

TD Private Client Wealth’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 		$613 Hold
20
– – ﹤0.01% 1548
2026
Q1 		$609 Hold
20
– – ﹤0.01% 1472
2025
Q4 		$637 Hold
20
– – ﹤0.01% 1458
2025
Q3 		$608 Buy
+20
New +$620 ﹤0.01% 1445

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

TD Private Client Wealth's YORW Position: Q2 2026 in Review

TD Private Client Wealth held its York Water (YORW) position steady in Q2 2026 at 20 shares worth $613. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

TD Private Client Wealth first reported a position in YORW in Q3 2025 and has held it in 4 quarters since. The position peaked at $637 in Q4 2025. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • TD Private Client Wealth held 20 shares of York Water worth $613 as of Q2 2026.
  • TD Private Client Wealth left its York Water share count unchanged in Q2 2026.
  • York Water made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1548 holding.
  • TD Private Client Wealth first reported a position in York Water in Q3 2025 and has held it in 4 quarters since.
  • TD Private Client Wealth's York Water position peaked at $637 in Q4 2025.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.