C
HTO

Covestor’s H2O America HTO Stock Holding History

Covestor’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
Q2 		$1K Sell
13
-8
-38% -$464 ﹤0.01% 2326
2026
Q1 		$1K Sell
21
-24
-53% -$1.31K ﹤0.01% 2145
2025
Q4 		$2K Sell
45
-2
-4% -$96 ﹤0.01% 1954
2025
Q3 		$2K Buy
47
+15
+47% +$749 ﹤0.01% 1986
2025
Q2 		$2K Sell
32
-9
-22% -$479 ﹤0.01% 1889
2025
Q1 		$2K Buy
41
+25
+156% +$1.28K ﹤0.01% 1882
2024
Q4 		$1K Buy
16
+8
+100% +$441 ﹤0.01% 2129
2024
Q3 		$0 Hold
8
– – ﹤0.01% 2709
2024
Q2 		$0 Sell
8
-2
-20% -$109 ﹤0.01% 2703
2024
Q1 		$1K Buy
10
+7
+233% +$415 ﹤0.01% 2104
2023
Q4 		$0 Buy
3
+1
+50% +$63 ﹤0.01% 2662
2023
Q3 		$0 Sell
2
-1
-33% -$67 ﹤0.01% 2655
2023
Q2 		$0 Sell
3
-1
-25% -$76 ﹤0.01% 2597
2023
Q1 		$0 Hold
4
– – ﹤0.01% 2526
2022
Q4 		$0 Sell
4
-1
-20% -$71 ﹤0.01% 2546
2022
Q3 		$0 Sell
5
-2
-29% -$129 ﹤0.01% 2537
2022
Q2 		$0 Sell
7
-1
-13% -$62 ﹤0.01% 2324
2022
Q1 		$1K Sell
8
-4
-33% -$269 ﹤0.01% 1941
2021
Q4 		$1K Buy
+12
New +$834 ﹤0.01% 1928

Other funds holding HTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Covestor's HTO Position: Q2 2026 in Review

Covestor reduced its H2O America (HTO) stake by 38% in Q2 2026, selling an estimated $464 and leaving 13 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2326.

Covestor first reported a position in HTO in Q4 2021 and has held it in 19 quarters since. The position peaked at $2K in Q4 2025. 157 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Covestor held 13 shares of H2O America worth $1K as of Q2 2026.
  • Covestor sold 8 H2O America shares in Q2 2026, an estimated $464.
  • H2O America made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2326 holding.
  • Covestor first reported a position in H2O America in Q4 2021 and has held it in 19 quarters since.
  • Covestor's H2O America position peaked at $2K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.