Boston Trust Walden
HTO icon

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
Q3 		$4.07M Sell
66,066
-7,516
-10% -$473K 0.03% 236
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

Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Boston Trust Walden's HTO Position: Q3 2026 in Review

Boston Trust Walden reduced its H2O America (HTO) stake by 10% in Q3 2026, selling an estimated $473K and leaving 66,066 shares worth $4.07M. The position accounts for 0.03% of the portfolio, ranked #236.

Boston Trust Walden first reported a position in HTO in Q4 2022 and has held it in 5 quarters since. The position peaked at $4.85M in Q1 2026. 132 funds tracked by Wall St. Rank hold HTO as of Q3 2026.

  • Boston Trust Walden held 66,066 shares of H2O America worth $4.07M as of Q3 2026.
  • Boston Trust Walden sold 7,516 H2O America shares in Q3 2026, an estimated $473K.
  • H2O America made up 0.03% of Boston Trust Walden's portfolio in Q3 2026, its #236 holding.
  • Boston Trust Walden first reported a position in H2O America in Q4 2022 and has held it in 5 quarters since.
  • Boston Trust Walden's H2O America position peaked at $4.85M in Q1 2026.
  • 132 funds tracked by Wall St. Rank held H2O America as of Q3 2026.

Based on Boston Trust Walden's 13F filing for Q3 2026, filed 30 Oct 2026.