CIBC Private Wealth Group
HTO

CIBC Private Wealth Group’s H2O America HTO Stock Holding History

CIBC Private Wealth Group’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 		$9M Buy
183,639
+8
+0% +$384 0.02% 355
2025
Q3 		$8.94M Sell
183,631
-96,999
-35% -$4.84M 0.02% 355
2025
Q2 		$14.6M Sell
280,630
-419,370
-60% -$22.3M 0.03% 310
2025
Q1 		$35.7M Buy
+700,000
New +$35.8M 0.08% 195

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 $3.37T AUM 44.26% 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

CIBC Private Wealth Group's HTO Position: Q4 2025 in Review

CIBC Private Wealth Group increased its H2O America (HTO) stake by 0% in Q4 2025, buying an estimated $384 and bringing the position to 183,639 shares worth $9M. The position accounts for 0.02% of the portfolio, ranked #355.

CIBC Private Wealth Group first reported a position in HTO in Q1 2025 and has held it in 4 quarters since. The position peaked at $35.7M in Q1 2025. 279 funds tracked by Wall St. Rank hold HTO as of Q4 2025.

  • CIBC Private Wealth Group held 183,639 shares of H2O America worth $9M as of Q4 2025.
  • CIBC Private Wealth Group bought 8 H2O America shares in Q4 2025, an estimated $384.
  • H2O America made up 0.02% of CIBC Private Wealth Group's portfolio in Q4 2025, its #355 holding.
  • CIBC Private Wealth Group first reported a position in H2O America in Q1 2025 and has held it in 4 quarters since.
  • CIBC Private Wealth Group's H2O America position peaked at $35.7M in Q1 2025.
  • 279 funds tracked by Wall St. Rank held H2O America as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.