HSBC Holdings
HTO

HSBC Holdings’s H2O America HTO Stock Holding History

HSBC Holdings’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
-9,657
Closed -$469K – 3137
2025
Q3 		$469K Sell
9,657
-3,023
-24% -$151K ﹤0.01% 2140
2025
Q2 		$654K Buy
12,680
+7,214
+132% +$384K ﹤0.01% 2011
2025
Q1 		$303K Buy
5,466
+187
+4% +$9.57K ﹤0.01% 2368
2024
Q4 		$259K Sell
5,279
-2,932
-36% -$162K ﹤0.01% 2580
2024
Q3 		$477K Buy
+8,211
New +$480K ﹤0.01% 2038
2024
Q2 		– Sell
-3,544
Closed -$201K – 3146
2024
Q1 		$201K Buy
+3,544
New +$210K ﹤0.01% 2680
2023
Q1 		– Sell
-5,772
Closed -$473K – 3006
2022
Q4 		$473K Buy
+5,772
New +$413K ﹤0.01% 2308
2022
Q3 		– Sell
-12,229
Closed -$765K – 3232
2022
Q2 		$765K Buy
12,229
+3,223
+36% +$199K ﹤0.01% 2074
2022
Q1 		$634K Buy
9,006
+1,735
+24% +$117K ﹤0.01% 2239
2021
Q4 		$528K Buy
+7,271
New +$506K ﹤0.01% 2435
2021
Q1 		– Sell
-14,642
Closed -$1.01M – 3083
2020
Q4 		$1.01M Sell
14,642
-2,166
-13% -$141K ﹤0.01% 1702
2020
Q3 		$1.03M Sell
16,808
-2,003
-11% -$127K ﹤0.01% 1534
2020
Q2 		$1.17M Buy
18,811
+2,078
+12% +$125K ﹤0.01% 1379
2020
Q1 		$947K Buy
16,733
+13,595
+433% +$915K ﹤0.01% 1483
2019
Q4 		$225K Buy
+3,138
New +$222K ﹤0.01% 2739
2018
Q4 		– Sell
-19,440
Closed -$1.19M – 2705
2018
Q3 		$1.19M Buy
19,440
+14,146
+267% +$877K ﹤0.01% 1672
2018
Q2 		$351K Buy
+5,294
New +$322K ﹤0.01% 2218

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

HSBC Holdings's HTO Position: Q4 2025 in Review

HSBC Holdings sold out of H2O America (HTO) in Q4 2025, closing a stake of 9,657 shares — an estimated $469K sold.

HSBC Holdings first reported a position in HTO in Q2 2018 and held it in 17 quarters. The position peaked at $1.19M in Q3 2018. 280 funds tracked by Wall St. Rank hold HTO as of Q4 2025.

  • HSBC Holdings reported no remaining H2O America position as of Q4 2025 after selling out during the quarter.
  • HSBC Holdings sold 9,657 H2O America shares in Q4 2025, an estimated $469K.
  • HSBC Holdings first reported a position in H2O America in Q2 2018 and held it in 17 quarters.
  • HSBC Holdings's H2O America position peaked at $1.19M in Q3 2018.
  • 280 funds tracked by Wall St. Rank held H2O America as of Q4 2025.

Based on HSBC Holdings's 13F filing for Q4 2025, filed 6 Mar 2026.