West Paces Advisors
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West Paces Advisors’s York Water YORW Stock Holding History

West Paces Advisors’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 		$1.47K Hold
48
– – ﹤0.01% 605
2026
Q2 		$1.47K Buy
+48
New +$1.44K ﹤0.01% 623

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Creative Planning
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Atria Investments
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Johnson & White Wealth Management
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Inspire Investing
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ELCO Management
ELCO Management New York $213M AUM 25.22% 1-Year Est. Return
Perigon Wealth Management
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West Paces Advisors's YORW Position: Q3 2026 in Review

West Paces Advisors held its York Water (YORW) position steady in Q3 2026 at 48 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

West Paces Advisors first reported a position in YORW in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.47K in Q2 2026. 54 funds tracked by Wall St. Rank hold YORW as of Q3 2026.

  • West Paces Advisors held 48 shares of York Water worth $1.47K as of Q3 2026.
  • West Paces Advisors left its York Water share count unchanged in Q3 2026.
  • York Water made up ﹤0.01% of West Paces Advisors's portfolio in Q3 2026, its #605 holding.
  • West Paces Advisors first reported a position in York Water in Q2 2026 and has held it in 2 quarters since.
  • West Paces Advisors's York Water position peaked at $1.47K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held York Water as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.