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

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return