DPW
HTO

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

DiNuzzo Private Wealth's HTO Position: Q2 2026 in Review

DiNuzzo Private Wealth held its H2O America (HTO) position steady in Q2 2026 at 6 shares worth $365. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

DiNuzzo Private Wealth first reported a position in HTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $438 in Q1 2025. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • DiNuzzo Private Wealth held 6 shares of H2O America worth $365 as of Q2 2026.
  • DiNuzzo Private Wealth left its H2O America share count unchanged in Q2 2026.
  • H2O America made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1172 holding.
  • DiNuzzo Private Wealth first reported a position in H2O America in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's H2O America position peaked at $438 in Q1 2025.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.