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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Westside Investment Management's YORW Position: Q1 2026 in Review

Westside Investment Management held its York Water (YORW) position steady in Q1 2026 at 288 shares worth $9.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Westside Investment Management first reported a position in YORW in Q4 2016 and has held it in 9 quarters since. The position peaked at $9.13K in Q4 2025. 178 funds tracked by Wall St. Rank hold YORW as of Q1 2026.

  • Westside Investment Management held 288 shares of York Water worth $9.01K as of Q1 2026.
  • Westside Investment Management left its York Water share count unchanged in Q1 2026.
  • York Water made up ﹤0.01% of Westside Investment Management's portfolio in Q1 2026, its #1131 holding.
  • Westside Investment Management first reported a position in York Water in Q4 2016 and has held it in 9 quarters since.
  • Westside Investment Management's York Water position peaked at $9.13K in Q4 2025.
  • 178 funds tracked by Wall St. Rank held York Water as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.