Ellevest Inc
HTO icon

Ellevest Inc’s H2O America HTO Stock Holding History

Ellevest Inc’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 		$226K Sell
3,670
-383
-9% -$24.1K 0.03% 408
2026
Q2 		$246K Sell
4,053
-1,186
-23% -$68.8K 0.03% 400
2026
Q1 		$307K Buy
5,239
+649
+14% +$35.3K 0.04% 321
2025
Q4 		$225K Buy
+4,590
New +$220K 0.03% 388
2024
Q2 		– Sell
-5,167
Closed -$292K – 423
2024
Q1 		$292K Sell
5,167
-3,011
-37% -$179K 0.02% 314
2023
Q4 		$534K Buy
8,178
+1,744
+27% +$111K 0.04% 169
2023
Q3 		$387K Buy
6,434
+2,119
+49% +$142K 0.03% 207
2023
Q2 		$303K Buy
4,315
+212
+5% +$16K 0.02% 271
2023
Q1 		$312K Buy
4,103
+3,679
+868% +$284K 0.02% 227
2022
Q4 		$34.4K Buy
424
+198
+88% +$14.2K ﹤0.01% 714
2022
Q3 		$13K Sell
226
-12
-5% -$773 ﹤0.01% 933
2022
Q2 		$15K Buy
238
+101
+74% +$6.25K ﹤0.01% 808
2022
Q1 		$10K Sell
137
-51
-27% -$3.43K ﹤0.01% 895
2021
Q4 		$14K Sell
188
-76
-29% -$5.28K ﹤0.01% 787
2021
Q3 		$17K Sell
264
-497
-65% -$33.6K ﹤0.01% 707
2021
Q2 		$48K Sell
761
-1,179
-61% -$76.3K ﹤0.01% 484
2021
Q1 		$122K Sell
1,940
-274
-12% -$17.9K 0.01% 312
2020
Q4 		$154K Buy
2,214
+385
+21% +$25K 0.02% 219
2020
Q3 		$111K Buy
1,829
+569
+45% +$36K 0.02% 234
2020
Q2 		$78K Buy
1,260
+1,108
+729% +$66.5K 0.02% 271
2020
Q1 		$9K Buy
+152
New +$10.2K ﹤0.01% 571

Other funds holding HTO

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Ellevest Inc's HTO Position: Q3 2026 in Review

Ellevest Inc reduced its H2O America (HTO) stake by 9.4% in Q3 2026, selling an estimated $24.1K and leaving 3,670 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #408.

Ellevest Inc first reported a position in HTO in Q1 2020 and has held it in 21 quarters since. The position peaked at $534K in Q4 2023. 187 funds tracked by Wall St. Rank hold HTO as of Q3 2026.

  • Ellevest Inc held 3,670 shares of H2O America worth $226K as of Q3 2026.
  • Ellevest Inc sold 383 H2O America shares in Q3 2026, an estimated $24.1K.
  • H2O America made up 0.03% of Ellevest Inc's portfolio in Q3 2026, its #408 holding.
  • Ellevest Inc first reported a position in H2O America in Q1 2020 and has held it in 21 quarters since.
  • Ellevest Inc's H2O America position peaked at $534K in Q4 2023.
  • 187 funds tracked by Wall St. Rank held H2O America as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.