GWM
HTO

Gitterman Wealth Management’s H2O America HTO Stock Holding History

Gitterman Wealth Management’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
Q3 		$460K Buy
9,441
+6,235
+194% +$311K 0.11% 57
2025
Q2 		$167K Buy
+3,206
New +$170K 0.04% 182

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gitterman Wealth Management's HTO Position: Q3 2025 in Review

Gitterman Wealth Management increased its H2O America (HTO) stake by 194% in Q3 2025, buying an estimated $311K and bringing the position to 9,441 shares worth $460K. The position accounts for 0.11% of the portfolio, ranked #57.

Gitterman Wealth Management first reported a position in HTO in Q2 2025 and has held it in 2 quarters since. 281 funds tracked by Wall St. Rank hold HTO as of Q3 2025.

  • Gitterman Wealth Management held 9,441 shares of H2O America worth $460K as of Q3 2025.
  • Gitterman Wealth Management bought 6,235 H2O America shares in Q3 2025, an estimated $311K.
  • H2O America made up 0.11% of Gitterman Wealth Management's portfolio in Q3 2025, its #57 holding.
  • Gitterman Wealth Management first reported a position in H2O America in Q2 2025 and has held it in 2 quarters since.
  • 281 funds tracked by Wall St. Rank held H2O America as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.