Bay Harbor Wealth Management
HTO icon

Bay Harbor Wealth Management’s H2O America HTO Stock Holding History

Bay Harbor Wealth Management’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$308 Buy
5
+4
+400% +$252 ﹤0.01% 1210
2026
Q2 		$61 Sell
1
-1
-50% -$58 ﹤0.01% 1255
2026
Q1 		$117 Buy
2
+1
+100% +$54 ﹤0.01% 1201
2025
Q4 		$48 Hold
1
– – ﹤0.01% 1272
2025
Q3 		$48 Hold
1
– – ﹤0.01% 1243
2025
Q2 		$51 Hold
1
– – ﹤0.01% 1191
2025
Q1 		$54 Buy
+1
New +$51 ﹤0.01% 1018

Other funds holding HTO

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Bay Harbor Wealth Management's HTO Position: Q3 2026 in Review

Bay Harbor Wealth Management increased its H2O America (HTO) stake by 400% in Q3 2026, buying an estimated $252 and bringing the position to 5 shares worth $308. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Bay Harbor Wealth Management first reported a position in HTO in Q1 2025 and has held it in 7 quarters since. 151 funds tracked by Wall St. Rank hold HTO as of Q3 2026.

  • Bay Harbor Wealth Management held 5 shares of H2O America worth $308 as of Q3 2026.
  • Bay Harbor Wealth Management bought 4 H2O America shares in Q3 2026, an estimated $252.
  • H2O America made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q3 2026, its #1210 holding.
  • Bay Harbor Wealth Management first reported a position in H2O America in Q1 2025 and has held it in 7 quarters since.
  • 151 funds tracked by Wall St. Rank held H2O America as of Q3 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.