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Westside Investment Management’s York Water YORW Stock Holding History

Westside Investment Management’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 		$8.83K Hold
288
– – ﹤0.01% 1154
2026
Q1 		$9.01K Hold
288
– – ﹤0.01% 1131
2025
Q4 		$9.13K Hold
288
– – ﹤0.01% 1109
2025
Q3 		$8.63K Buy
+288
New +$8.93K ﹤0.01% 1141
2018
Q2 		– Sell
-31
Closed -$941 – 854
2018
Q1 		$941 Hold
31
– – ﹤0.01% 788
2017
Q4 		$1.03K Hold
31
– – ﹤0.01% 811
2017
Q3 		$1.09K Hold
31
– – ﹤0.01% 779
2017
Q2 		$1.06K Hold
31
– – ﹤0.01% 778
2017
Q1 		$1.08K Hold
31
– – ﹤0.01% 737
2016
Q4 		$1.15K Buy
+31
New +$1.05K ﹤0.01% 608

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

Westside Investment Management's YORW Position: Q2 2026 in Review

Westside Investment Management held its York Water (YORW) position steady in Q2 2026 at 288 shares worth $8.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Westside Investment Management first reported a position in YORW in Q4 2016 and has held it in 10 quarters since. The position peaked at $9.13K in Q4 2025. 167 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

  • Westside Investment Management held 288 shares of York Water worth $8.83K as of Q2 2026.
  • Westside Investment Management left its York Water share count unchanged in Q2 2026.
  • York Water made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1154 holding.
  • Westside Investment Management first reported a position in York Water in Q4 2016 and has held it in 10 quarters since.
  • Westside Investment Management's York Water position peaked at $9.13K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.