Capital Advisors Ltd’s H2O America HTO Stock Holding History

Capital Advisors Ltd’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	-8	Closed	–	–	1610
2025 Q1	$0	Buy	+8	New	+$409	﹤0.01%	1563
2023 Q1	–	Sell	-5	Closed	–	–	1523
2022 Q4	$0	Buy	+5	New	+$357	﹤0.01%	1597

Other funds holding HTO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Advisors Ltd's HTO Position: Q2 2025 in Review

Capital Advisors Ltd sold out of H2O America (HTO) in Q2 2025, closing a stake of 8 shares.

Capital Advisors Ltd first reported a position in HTO in Q4 2022 and held it in 2 quarters. The position peaked at $0 in Q1 2025. 263 funds tracked by Wall St. Rank hold HTO as of Q2 2025.

Capital Advisors Ltd reported no remaining H2O America position as of Q2 2025 after selling out during the quarter.
Capital Advisors Ltd sold 8 H2O America shares in Q2 2025.
Capital Advisors Ltd first reported a position in H2O America in Q4 2022 and held it in 2 quarters.
Capital Advisors Ltd's H2O America position peaked at $0 in Q1 2025.
263 funds tracked by Wall St. Rank held H2O America as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.