HWM
HTO

Hemington Wealth Management’s H2O America HTO Stock Holding History

Hemington 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 		$1K Sell
41
-9
-18% -$449 ﹤0.01% 1485
2025
Q2 		$2K Buy
50
+11
+28% +$585 ﹤0.01% 1343
2025
Q1 		$2K Buy
39
+32
+457% +$1.64K ﹤0.01% 1329
2024
Q4 		$0 Sell
7
-7
-50% -$386 ﹤0.01% 1759
2024
Q3 		$0 Buy
+14
New +$819 ﹤0.01% 1717

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

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

Hemington Wealth Management reduced its H2O America (HTO) stake by 18% in Q3 2025, selling an estimated $449 and leaving 41 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Hemington Wealth Management first reported a position in HTO in Q3 2024 and has held it in 5 quarters since. The position peaked at $2K in Q2 2025. 281 funds tracked by Wall St. Rank hold HTO as of Q3 2025.

  • Hemington Wealth Management held 41 shares of H2O America worth $1K as of Q3 2025.
  • Hemington Wealth Management sold 9 H2O America shares in Q3 2025, an estimated $449.
  • H2O America made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1485 holding.
  • Hemington Wealth Management first reported a position in H2O America in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's H2O America position peaked at $2K in Q2 2025.
  • 281 funds tracked by Wall St. Rank held H2O America as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.