Wealth Enhancement Advisory Services
YORW icon

Wealth Enhancement Advisory Services’s York Water YORW Stock Holding History

Wealth Enhancement Advisory Services’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 		$455K Buy
14,683
+566
+4% +$18.2K ﹤0.01% 2930
2026
Q2 		$432K Buy
14,117
+5,270
+60% +$158K ﹤0.01% 2830
2026
Q1 		$277K Sell
8,847
-87
-1% -$2.81K ﹤0.01% 2854
2025
Q4 		$283K Buy
8,934
+1,602
+22% +$51.3K ﹤0.01% 2975
2025
Q3 		$223K Buy
+7,332
New +$227K ﹤0.01% 3034

Other funds holding YORW

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
TF
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
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

Wealth Enhancement Advisory Services's YORW Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its York Water (YORW) stake by 4% in Q3 2026, buying an estimated $18.2K and bringing the position to 14,683 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #2930.

Wealth Enhancement Advisory Services first reported a position in YORW in Q3 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold YORW as of Q3 2026.

  • Wealth Enhancement Advisory Services held 14,683 shares of York Water worth $455K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 566 York Water shares in Q3 2026, an estimated $18.2K.
  • York Water made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2930 holding.
  • Wealth Enhancement Advisory Services first reported a position in York Water in Q3 2025 and has held it in 5 quarters since.
  • 12 funds tracked by Wall St. Rank held York Water as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.