Capstone Investment Advisors
HTO

Capstone Investment Advisors’s H2O America HTO Stock Holding History

Capstone 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
-4,702
Closed -$229K – 2006
2025
Q3 		$229K Buy
+4,702
New +$235K ﹤0.01% 1765
2024
Q2 		– Sell
-4,600
Closed -$260K – 2432
2024
Q1 		$260K Buy
+4,600
New +$273K ﹤0.01% 1897
2023
Q3 		– Sell
-3,969
Closed -$278K – 2280
2023
Q2 		$278K Buy
+3,969
New +$300K ﹤0.01% 1432
2017
Q1 		– Sell
-6,300
Closed -$352K – 1096
2016
Q4 		$352K Buy
+6,300
New +$318K 0.01% 686

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

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

Capstone Investment Advisors sold out of H2O America (HTO) in Q4 2025, closing a stake of 4,702 shares — an estimated $229K sold.

Capstone Investment Advisors first reported a position in HTO in Q4 2016 and held it in 4 quarters. The position peaked at $352K in Q4 2016. 279 funds tracked by Wall St. Rank hold HTO as of Q4 2025.

  • Capstone Investment Advisors reported no remaining H2O America position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,702 H2O America shares in Q4 2025, an estimated $229K.
  • Capstone Investment Advisors first reported a position in H2O America in Q4 2016 and held it in 4 quarters.
  • Capstone Investment Advisors's H2O America position peaked at $352K in Q4 2016.
  • 279 funds tracked by Wall St. Rank held H2O America as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.