WANY
YORW icon

Wealthspire Advisors (New York)’s York Water YORW Stock Holding History

Wealthspire Advisors (New York)’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
-2,673
Closed -$81.3K – 2948
2025
Q3 		$81.3K Buy
+2,673
New +$82.9K ﹤0.01% 1075

Other funds holding YORW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Wealthspire Advisors (New York)'s YORW Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of York Water (YORW) in Q4 2025, closing a stake of 2,673 shares — an estimated $81.3K sold.

Wealthspire Advisors (New York) first reported a position in YORW in Q3 2025 and held it in 1 quarter. The position peaked at $81.3K in Q3 2025. 161 funds tracked by Wall St. Rank hold YORW as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining York Water position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,673 York Water shares in Q4 2025, an estimated $81.3K.
  • Wealthspire Advisors (New York) first reported a position in York Water in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s York Water position peaked at $81.3K in Q3 2025.
  • 161 funds tracked by Wall St. Rank held York Water as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.