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 Q3	$3.46K	Buy	113 +9	+9%	+$289	﹤0.01%	1477
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's YORW Position: Q3 2026 in Review

True Wealth Design increased its York Water (YORW) stake by 8.7% in Q3 2026, buying an estimated $289 and bringing the position to 113 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

True Wealth Design first reported a position in YORW in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.63K in Q3 2025. 12 funds tracked by Wall St. Rank hold YORW as of Q3 2026.

True Wealth Design held 113 shares of York Water worth $3.46K as of Q3 2026.
True Wealth Design bought 9 York Water shares in Q3 2026, an estimated $289.
York Water made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1477 holding.
True Wealth Design first reported a position in York Water in Q4 2024 and has held it in 8 quarters since.
True Wealth Design's York Water position peaked at $5.63K in Q3 2025.
12 funds tracked by Wall St. Rank held York Water as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.