BTW
HTO

Boston Trust Walden’s H2O America HTO Stock Holding History

Boston Trust Walden’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
Q2 		$4.47M Sell
73,582
-9,140
-11% -$530K 0.03% 231
2026
Q1 		$4.85M Buy
+82,722
New +$4.5M 0.04% 234
2023
Q2 		– Sell
-2,808
Closed -$214K – 371
2023
Q1 		$214K Hold
2,808
– – ﹤0.01% 358
2022
Q4 		$228K Buy
+2,808
New +$201K ﹤0.01% 353

Other funds holding HTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Trust Walden's HTO Position: Q2 2026 in Review

Boston Trust Walden reduced its H2O America (HTO) stake by 11% in Q2 2026, selling an estimated $530K and leaving 73,582 shares worth $4.47M. The position accounts for 0.03% of the portfolio, ranked #231.

Boston Trust Walden first reported a position in HTO in Q4 2022 and has held it in 4 quarters since. The position peaked at $4.85M in Q1 2026. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Boston Trust Walden held 73,582 shares of H2O America worth $4.47M as of Q2 2026.
  • Boston Trust Walden sold 9,140 H2O America shares in Q2 2026, an estimated $530K.
  • H2O America made up 0.03% of Boston Trust Walden's portfolio in Q2 2026, its #231 holding.
  • Boston Trust Walden first reported a position in H2O America in Q4 2022 and has held it in 4 quarters since.
  • Boston Trust Walden's H2O America position peaked at $4.85M in Q1 2026.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.