CPG
HTO

Cornerstone Planning Group’s H2O America HTO Stock Holding History

Cornerstone Planning 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
Q3 		– Sell
-5
Closed -$248 – 1754
2025
Q2 		$248 Sell
5
-12
-71% -$638 ﹤0.01% 1446
2025
Q1 		$931 Hold
17
– – ﹤0.01% 1148
2024
Q4 		$834 Buy
+17
New +$937 ﹤0.01% 1002

Other funds holding HTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Planning Group's HTO Position: Q3 2025 in Review

Cornerstone Planning Group sold out of H2O America (HTO) in Q3 2025, closing a stake of 5 shares — an estimated $248 sold.

Cornerstone Planning Group first reported a position in HTO in Q4 2024 and held it in 3 quarters. The position peaked at $931 in Q1 2025. 281 funds tracked by Wall St. Rank hold HTO as of Q3 2025.

  • Cornerstone Planning Group reported no remaining H2O America position as of Q3 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 5 H2O America shares in Q3 2025, an estimated $248.
  • Cornerstone Planning Group first reported a position in H2O America in Q4 2024 and held it in 3 quarters.
  • Cornerstone Planning Group's H2O America position peaked at $931 in Q1 2025.
  • 281 funds tracked by Wall St. Rank held H2O America as of Q3 2025.

Based on Cornerstone Planning Group's 13F filing for Q3 2025, filed 4 Nov 2025.