BIA
HTO

Bell Investment Advisors’s H2O America HTO Stock Holding History

Bell Investment Advisors’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
2025
Q4 		– Sell
-106
Closed -$5.16K – 1934
2025
Q3 		$5.16K Hold
106
– – ﹤0.01% 924
2025
Q2 		$5.51K Buy
106
+97
+1,078% +$5.16K ﹤0.01% 939
2025
Q1 		$493 Hold
9
– – ﹤0.01% 1757
2024
Q4 		$443 Hold
9
– – ﹤0.01% 1808
2024
Q3 		$523 Sell
9
-8
-47% -$468 ﹤0.01% 1767
2024
Q2 		$922 Sell
17
-8
-32% -$438 ﹤0.01% 1632
2024
Q1 		$1.42K Hold
25
– – ﹤0.01% 1488
2023
Q4 		$1.63K Sell
25
-8
-24% -$508 ﹤0.01% 1420
2023
Q3 		$1.98K Hold
33
– – ﹤0.01% 1269
2023
Q2 		$2.31K Hold
33
– – ﹤0.01% 1225
2023
Q1 		$2.51K Hold
33
– – ﹤0.01% 1133
2022
Q4 		$2.68K Sell
33
-41
-55% -$2.93K ﹤0.01% 1131
2022
Q3 		$4K Buy
74
+57
+335% +$3.67K ﹤0.01% 837
2022
Q2 		$1K Buy
+17
New +$1.05K ﹤0.01% 1590
2021
Q4 		$4K Buy
51
+6
+13% +$417 ﹤0.01% 894
2021
Q3 		$3K Buy
+45
New +$3.04K ﹤0.01% 971

Other funds holding HTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bell Investment Advisors's HTO Position: Q4 2025 in Review

Bell Investment Advisors sold out of H2O America (HTO) in Q4 2025, closing a stake of 106 shares — an estimated $5.16K sold.

Bell Investment Advisors first reported a position in HTO in Q3 2021 and held it in 16 quarters. The position peaked at $5.51K in Q2 2025. 279 funds tracked by Wall St. Rank hold HTO as of Q4 2025.

  • Bell Investment Advisors reported no remaining H2O America position as of Q4 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 106 H2O America shares in Q4 2025, an estimated $5.16K.
  • Bell Investment Advisors first reported a position in H2O America in Q3 2021 and held it in 16 quarters.
  • Bell Investment Advisors's H2O America position peaked at $5.51K in Q2 2025.
  • 279 funds tracked by Wall St. Rank held H2O America as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.