Position in YORW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$301,074
+$182,472 QoQ
Shares Held
9,823
+152.2% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 168 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in YORW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Arax Advisory Partners holds $11,257,018 across 13 Utilities - Regulated Water names. YORW ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
42,816 | $5,633,729 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
88,802 | $3,402,004 | |
| 3 | AWR |
American States Water Co
|
9,388 | $775,730 | |
| 4 | CWT |
California Water Service Group
|
8,975 | $436,633 | |
| 5 | HTO |
H2o America
|
5,609 | $340,858 | |
| 6 | YORW |
York Water Co
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|
9,823 | $301,074 | |
| 7 | MSEX |
Middlesex Water Co
|
2,330 | $130,852 | |
| 8 | PCYO |
Pure Cycle Corp
|
9,453 | $101,241 |
All Filings in YORW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,074 | 9,823 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $118,602 | 3,895 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $125,067 | 3,928 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $274,935 | 9,038 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $129,275 | 4,091 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $131,333 | 3,787 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $124,270 | 3,798 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $146,131 | 3,901 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $144,354 | 3,892 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $135,831 | 3,745 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $144,284 | 3,736 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $139,725 | 3,727 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $153,441 | 3,718 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $165,926 | 3,712 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $166,695 | 3,706 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $142,075 | 3,697 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $149,105 | 3,688 | Shares | Sole | 2022-08-22 | |
| No filing history on record for this holder in this stock. | ||||||