Farmers & Merchants Investments Inc’s H2O America HTO Stock Holding History

Farmers & Merchants Investments 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 Q2	$1.22K	Hold	20	–	–	﹤0.01%	1470
2026 Q1	$1.17K	Hold	20	–	–	﹤0.01%	1433
2025 Q4	$980	Hold	20	–	–	﹤0.01%	1459
2025 Q3	$974	Hold	20	–	–	﹤0.01%	1485
2025 Q2	$1.04K	Hold	20	–	–	﹤0.01%	1433
2025 Q1	$1.09K	Hold	20	–	–	﹤0.01%	1412
2024 Q4	$984	Hold	20	–	–	﹤0.01%	1482
2024 Q3	$1.16K	Hold	20	–	–	﹤0.01%	1435
2024 Q2	$1.08K	Hold	20	–	–	﹤0.01%	1430
2024 Q1	$1.13K	Hold	20	–	–	﹤0.01%	1389
2023 Q4	$1.31K	Hold	20	–	–	﹤0.01%	1327
2023 Q3	$1.2K	Hold	20	–	–	﹤0.01%	1303
2023 Q2	$1.4K	Hold	20	–	–	﹤0.01%	1262
2023 Q1	$1.52K	Hold	20	–	–	﹤0.01%	1197
2022 Q4	$1.62K	Buy	+20	New	+$1.43K	﹤0.01%	1181

Other funds holding HTO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AIM

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Farmers & Merchants Investments Inc's HTO Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its H2O America (HTO) position steady in Q2 2026 at 20 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Farmers & Merchants Investments Inc first reported a position in HTO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.62K in Q4 2022. 127 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

Farmers & Merchants Investments Inc held 20 shares of H2O America worth $1.22K as of Q2 2026.
Farmers & Merchants Investments Inc left its H2O America share count unchanged in Q2 2026.
H2O America made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1470 holding.
Farmers & Merchants Investments Inc first reported a position in H2O America in Q4 2022 and has held it in 15 quarters since.
Farmers & Merchants Investments Inc's H2O America position peaked at $1.62K in Q4 2022.
127 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.