UBS AM
YORW icon

UBS AM’s York Water YORW Stock Holding History

UBS AM’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 		$25.3K Hold
825
– – ﹤0.01% 3078
2026
Q1 		$25.1K Buy
825
+388
+89% +$12.5K ﹤0.01% 3090
2025
Q4 		$13.9K Buy
+437
New +$14K ﹤0.01% 2790
2025
Q3 		– Sell
-46,799
Closed -$1.48M – 2643
2025
Q2 		$1.48M Buy
46,799
+15,498
+50% +$518K ﹤0.01% 2277
2025
Q1 		$1.09M Buy
31,301
+181
+0.6% +$5.89K ﹤0.01% 2267
2024
Q4 		$1.02M Buy
31,120
+7,576
+32% +$270K ﹤0.01% 2353
2024
Q3 		$882K Sell
23,544
-4,380
-16% -$170K ﹤0.01% 2461
2024
Q2 		$1.04M Buy
27,924
+21,731
+351% +$788K ﹤0.01% 2352
2024
Q1 		$225K Sell
6,193
-5,510
-47% -$199K ﹤0.01% 2441
2023
Q4 		$452K Hold
11,703
– – ﹤0.01% 2352
2023
Q3 		$439K Sell
11,703
-1,128
-9% -$46.1K ﹤0.01% 2345
2023
Q2 		$574K Hold
12,831
– – ﹤0.01% 2266
2023
Q1 		$574K Buy
12,831
+5,510
+75% +$246K ﹤0.01% 2266
2022
Q4 		$329K Buy
7,321
+591
+9% +$25.7K ﹤0.01% 2315
2022
Q3 		$259K Buy
6,730
+163
+2% +$6.99K ﹤0.01% 2535
2022
Q2 		$266K Buy
+6,567
New +$266K ﹤0.01% 2506
2022
Q1 		– Sell
-4,074
Closed -$203K – 2828
2021
Q4 		$203K Sell
4,074
-11,286
-73% -$538K ﹤0.01% 2761
2021
Q3 		$671K Hold
15,360
– – ﹤0.01% 2358
2021
Q2 		$696K Sell
15,360
-1,458
-9% -$72.3K ﹤0.01% 2397
2021
Q1 		$824K Hold
16,818
– – ﹤0.01% 2175
2020
Q4 		$784K Hold
16,818
– – ﹤0.01% 2101
2020
Q3 		$711K Buy
+16,818
New +$770K ﹤0.01% 1972

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

UBS AM's YORW Position: Q2 2026 in Review

UBS AM held its York Water (YORW) position steady in Q2 2026 at 825 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3078.

UBS AM first reported a position in YORW in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.48M in Q2 2025. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • UBS AM held 825 shares of York Water worth $25.3K as of Q2 2026.
  • UBS AM left its York Water share count unchanged in Q2 2026.
  • York Water made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3078 holding.
  • UBS AM first reported a position in York Water in Q3 2020 and has held it in 22 quarters since.
  • UBS AM's York Water position peaked at $1.48M in Q2 2025.
  • 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.