Ameritas Investment Partners’s H2O America HTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $195K | Buy |
3,216
+555
| +21% | +$32.2K | 0.01% | 1409 |
|
|
2026
Q1 | $156K | Hold |
2,661
| – | – | ﹤0.01% | 1416 |
|
|
2025
Q4 | $130K | Hold |
2,661
| – | – | ﹤0.01% | 1535 |
|
|
2025
Q3 | $130K | Sell |
2,661
-646
| -20% | -$32.2K | ﹤0.01% | 1518 |
|
|
2025
Q2 | $172K | Hold |
3,307
| – | – | 0.01% | 1397 |
|
|
2025
Q1 | $181K | Hold |
3,307
| – | – | 0.01% | 1321 |
|
|
2024
Q4 | $163K | Hold |
3,307
| – | – | 0.01% | 1441 |
|
|
2024
Q3 | $192K | Hold |
3,307
| – | – | 0.01% | 1352 |
|
|
2024
Q2 | $179K | Hold |
3,307
| – | – | 0.01% | 1345 |
|
|
2024
Q1 | $187K | Hold |
3,307
| – | – | 0.01% | 1333 |
|
|
2023
Q4 | $216K | Buy |
3,307
+225
| +7% | +$14.3K | 0.01% | 1215 |
|
|
2023
Q3 | $185K | Buy |
3,082
+521
| +20% | +$35K | 0.01% | 1235 |
|
|
2023
Q2 | $180K | Buy |
2,561
+399
| +18% | +$30.1K | 0.01% | 1203 |
|
|
2023
Q1 | $165K | Hold |
2,162
| – | – | 0.01% | 1215 |
|
|
2022
Q4 | $164K | Buy |
2,162
+136
| +7% | +$9.72K | 0.01% | 1268 |
|
|
2022
Q3 | $116K | Hold |
2,026
| – | – | 0.01% | 1392 |
|
|
2022
Q2 | $126K | Sell |
2,026
-184
| -8% | -$11.4K | 0.01% | 1355 |
|
|
2022
Q1 | $154K | Hold |
2,210
| – | – | 0.01% | 1355 |
|
|
2021
Q4 | $162K | Hold |
2,210
| – | – | 0.01% | 1367 |
|
|
2021
Q3 | $146K | Hold |
2,210
| – | – | 0.01% | 1448 |
|
|
2021
Q2 | $140K | Hold |
2,210
| – | – | 0.01% | 1513 |
|
|
2021
Q1 | $139K | Hold |
2,210
| – | – | 0.01% | 1452 |
|
|
2020
Q4 | $153K | Sell |
2,210
-156
| -7% | -$10.1K | 0.01% | 1300 |
|
|
2020
Q3 | $144K | Hold |
2,366
| – | – | 0.01% | 1215 |
|
|
2020
Q2 | $147K | Hold |
2,366
| – | – | 0.01% | 1180 |
|
|
2020
Q1 | $137K | Buy |
2,366
+122
| +5% | +$8.21K | 0.01% | 1101 |
|
|
2019
Q4 | $159K | Hold |
2,244
| – | – | 0.01% | 1234 |
|
|
2019
Q3 | $153K | Hold |
2,244
| – | – | 0.01% | 1210 |
|
|
2019
Q2 | $136K | Buy |
2,244
+285
| +15% | +$17.5K | 0.01% | 1300 |
|
|
2019
Q1 | $121K | Buy |
1,959
+615
| +46% | +$36.9K | 0.01% | 1357 |
|
|
2018
Q4 | $75K | Hold |
1,344
| – | – | ﹤0.01% | 1577 |
|
|
2018
Q3 | $82K | Hold |
1,344
| – | – | ﹤0.01% | 1692 |
|
|
2018
Q2 | $89K | Hold |
1,344
| – | – | ﹤0.01% | 1619 |
|
|
2018
Q1 | $71K | Hold |
1,344
| – | – | ﹤0.01% | 1709 |
|
|
2017
Q4 | $86K | Hold |
1,344
| – | – | ﹤0.01% | 1589 |
|
|
2017
Q3 | $74K | Hold |
1,344
| – | – | ﹤0.01% | 1644 |
|
|
2017
Q2 | $66K | Hold |
1,344
| – | – | ﹤0.01% | 1722 |
|
|
2017
Q1 | $65K | Buy |
+1,344
| New | +$66.2K | ﹤0.01% | 1672 |
|
Other funds holding HTO
AIP
AP
SFM
Ameritas Investment Partners's HTO Position: Q2 2026 in Review
Ameritas Investment Partners increased its H2O America (HTO) stake by 21% in Q2 2026, buying an estimated $32.2K and bringing the position to 3,216 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #1409.
Ameritas Investment Partners first reported a position in HTO in Q1 2017 and has held it in 38 quarters since. The position peaked at $216K in Q4 2023. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.
- Ameritas Investment Partners held 3,216 shares of H2O America worth $195K as of Q2 2026.
- Ameritas Investment Partners bought 555 H2O America shares in Q2 2026, an estimated $32.2K.
- H2O America made up 0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #1409 holding.
- Ameritas Investment Partners first reported a position in H2O America in Q1 2017 and has held it in 38 quarters since.
- Ameritas Investment Partners's H2O America position peaked at $216K in Q4 2023.
- 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.
Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.