Planning Strategies Inc.’s York Water YORW Stock Holding History

Planning Strategies Inc.’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	$12.3K	Buy	+401	New	+$12K	0.01%	300

Other funds holding YORW

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Planning Strategies Inc.'s YORW Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in York Water (YORW) in Q2 2026: 401 shares worth $12.3K. The stake represents 0.01% of the portfolio and ranks #300 among its holdings.

45 funds tracked by Wall St. Rank hold YORW as of Q2 2026.

Planning Strategies Inc. held 401 shares of York Water worth $12.3K as of Q2 2026.
York Water was a new Planning Strategies Inc. position in Q2 2026.
York Water made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #300 holding.
45 funds tracked by Wall St. Rank held York Water as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.