DiNuzzo Private Wealth’s H2O America HTO Stock Holding History

DiNuzzo Private Wealth’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 Q3	$370	Hold	6	–	–	﹤0.01%	1179
2026 Q2	$365	Hold	6	–	–	﹤0.01%	1172
2026 Q1	$353	Hold	6	–	–	﹤0.01%	1165
2025 Q4	$294	Hold	6	–	–	﹤0.01%	1203
2025 Q3	$303	Hold	6	–	–	﹤0.01%	1204
2025 Q2	$312	Sell	6 -2	-25%	-$106	﹤0.01%	1190
2025 Q1	$438	Buy	8 +6	+300%	+$307	﹤0.01%	1093
2024 Q4	$99	Sell	2 -4	-67%	-$220	﹤0.01%	1339
2024 Q3	$349	Buy	6 +2	+50%	+$117	﹤0.01%	1200
2024 Q2	$217	Buy	4 +1	+33%	+$55	﹤0.01%	1257
2024 Q1	$170	Sell	3 -2	-40%	-$119	﹤0.01%	1221
2023 Q4	$327	Buy	+5	New	+$317	﹤0.01%	1100

Other funds holding HTO

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

DiNuzzo Private Wealth's HTO Position: Q3 2026 in Review

DiNuzzo Private Wealth held its H2O America (HTO) position steady in Q3 2026 at 6 shares worth $370. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

DiNuzzo Private Wealth first reported a position in HTO in Q4 2023 and has held it in 12 quarters since. The position peaked at $438 in Q1 2025. 32 funds tracked by Wall St. Rank hold HTO as of Q3 2026.

DiNuzzo Private Wealth held 6 shares of H2O America worth $370 as of Q3 2026.
DiNuzzo Private Wealth left its H2O America share count unchanged in Q3 2026.
H2O America made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1179 holding.
DiNuzzo Private Wealth first reported a position in H2O America in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's H2O America position peaked at $438 in Q1 2025.
32 funds tracked by Wall St. Rank held H2O America as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.