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Tortoise Investment Management’s York Water YORW Stock Holding History

Tortoise 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
2025
Q4 		– Sell
-1
Closed -$30 – 1501
2025
Q3 		$30 Buy
+1
New +$31 ﹤0.01% 1533

Other funds holding YORW

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Vanguard Group
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ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Tortoise Investment Management's YORW Position: Q4 2025 in Review

Tortoise Investment Management sold out of York Water (YORW) in Q4 2025, closing a stake of 1 share — an estimated $30 sold.

Tortoise Investment Management first reported a position in YORW in Q3 2025 and held it in 1 quarter. The position peaked at $30 in Q3 2025. 161 funds tracked by Wall St. Rank hold YORW as of Q4 2025.

  • Tortoise Investment Management reported no remaining York Water position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1 York Water share in Q4 2025, an estimated $30.
  • Tortoise Investment Management first reported a position in York Water in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's York Water position peaked at $30 in Q3 2025.
  • 161 funds tracked by Wall St. Rank held York Water as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.