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True Wealth Design’s York Water YORW Stock Holding History

True Wealth Design’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 		$3.19K Sell
104
-24
-19% -$721 ﹤0.01% 1515
2026
Q1 		$3.9K Sell
128
-39
-23% -$1.26K ﹤0.01% 1299
2025
Q4 		$5.32K Sell
167
-18
-10% -$576 ﹤0.01% 1068
2025
Q3 		$5.63K Buy
185
+74
+67% +$2.29K ﹤0.01% 1035
2025
Q2 		$3.51K Buy
111
+54
+95% +$1.8K ﹤0.01% 954
2025
Q1 		$1.98K Sell
57
-28
-33% -$911 ﹤0.01% 1009
2024
Q4 		$2.78K Buy
+85
New +$3.03K ﹤0.01% 662

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

True Wealth Design's YORW Position: Q2 2026 in Review

True Wealth Design reduced its York Water (YORW) stake by 19% in Q2 2026, selling an estimated $721 and leaving 104 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

True Wealth Design first reported a position in YORW in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.63K in Q3 2025. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • True Wealth Design held 104 shares of York Water worth $3.19K as of Q2 2026.
  • True Wealth Design sold 24 York Water shares in Q2 2026, an estimated $721.
  • York Water made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1515 holding.
  • True Wealth Design first reported a position in York Water in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's York Water position peaked at $5.63K in Q3 2025.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.