DTL
HTO

Dynamic Technology Lab’s H2O America HTO Stock Holding History

Dynamic Technology Lab’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
Q4 		– Sell
-18,247
Closed -$889K – 1057
2025
Q3 		$889K Buy
+18,247
New +$911K 0.15% 221
2025
Q2 		– Sell
-10,009
Closed -$547K – 1308
2025
Q1 		$547K Buy
+10,009
New +$512K 0.08% 442
2024
Q4 		– Sell
-10,666
Closed -$620K – 1317
2024
Q3 		$620K Buy
+10,666
New +$624K 0.07% 489
2023
Q3 		– Sell
-3,028
Closed -$212K – 1291
2023
Q2 		$212K Sell
3,028
-14,182
-82% -$1.07M 0.03% 815
2023
Q1 		$1.31M Buy
+17,210
New +$1.33M 0.12% 288
2022
Q3 		– Sell
-10,380
Closed -$648K – 1488
2022
Q2 		$648K Buy
+10,380
New +$642K 0.07% 476
2020
Q3 		– Sell
-3,984
Closed -$247K – 1315
2020
Q2 		$247K Buy
+3,984
New +$239K 0.04% 741
2019
Q3 		– Sell
-5,288
Closed -$321K – 1261
2019
Q2 		$321K Buy
5,288
+681
+15% +$41.9K 0.05% 611
2019
Q1 		$284K Buy
+4,607
New +$276K 0.05% 697
2018
Q2 		– Sell
-8,816
Closed -$465K – 1281
2018
Q1 		$465K Buy
8,816
+2,424
+38% +$136K 0.07% 516
2017
Q4 		$408K Buy
+6,392
New +$405K 0.07% 538
2017
Q3 		– Sell
-5,296
Closed -$260K – 1346
2017
Q2 		$260K Buy
5,296
+664
+14% +$32.9K 0.05% 769
2017
Q1 		$223K Buy
+4,632
New +$228K 0.05% 744
2016
Q2 		– Sell
-8,183
Closed -$298K – 1134
2016
Q1 		$298K Buy
+8,183
New +$275K 0.08% 532

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dynamic Technology Lab's HTO Position: Q4 2025 in Review

Dynamic Technology Lab sold out of H2O America (HTO) in Q4 2025, closing a stake of 18,247 shares — an estimated $889K sold.

Dynamic Technology Lab first reported a position in HTO in Q1 2016 and held it in 14 quarters. The position peaked at $1.31M in Q1 2023. 280 funds tracked by Wall St. Rank hold HTO as of Q4 2025.

  • Dynamic Technology Lab reported no remaining H2O America position as of Q4 2025 after selling out during the quarter.
  • Dynamic Technology Lab sold 18,247 H2O America shares in Q4 2025, an estimated $889K.
  • Dynamic Technology Lab first reported a position in H2O America in Q1 2016 and held it in 14 quarters.
  • Dynamic Technology Lab's H2O America position peaked at $1.31M in Q1 2023.
  • 280 funds tracked by Wall St. Rank held H2O America as of Q4 2025.

Based on Dynamic Technology Lab's 13F filing for Q4 2025, filed 13 Feb 2026.