BTI
HTO

Blue Trust Inc’s H2O America HTO Stock Holding History

Blue Trust Inc’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
Q2 		– Sell
-200
Closed -$10.9K – 2590
2025
Q1 		$10.9K Hold
200
– – ﹤0.01% 1856
2024
Q4 		$9.84K Buy
200
+170
+567% +$9.37K ﹤0.01% 1906
2024
Q3 		$1.63K Buy
+30
New +$1.76K ﹤0.01% 2618
2024
Q1 		– Sell
-45
Closed -$3K – 2652
2023
Q4 		$3K Buy
+45
New +$2.85K ﹤0.01% 2046
2023
Q1 		– Sell
-6
Closed – – 2600
2022
Q4 		$0 Buy
+6
New +$429 ﹤0.01% 2446

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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blue Trust Inc's HTO Position: Q2 2025 in Review

Blue Trust Inc sold out of H2O America (HTO) in Q2 2025, closing a stake of 200 shares — an estimated $10.9K sold.

Blue Trust Inc first reported a position in HTO in Q4 2022 and held it in 5 quarters. The position peaked at $10.9K in Q1 2025. 263 funds tracked by Wall St. Rank hold HTO as of Q2 2025.

  • Blue Trust Inc reported no remaining H2O America position as of Q2 2025 after selling out during the quarter.
  • Blue Trust Inc sold 200 H2O America shares in Q2 2025, an estimated $10.9K.
  • Blue Trust Inc first reported a position in H2O America in Q4 2022 and held it in 5 quarters.
  • Blue Trust Inc's H2O America position peaked at $10.9K in Q1 2025.
  • 263 funds tracked by Wall St. Rank held H2O America as of Q2 2025.

Based on Blue Trust Inc's 13F filing for Q2 2025, filed 24 Jul 2025.