MassMutual Private Wealth & Trust’s H2O America HTO Stock Holding History

MassMutual Private Wealth & Trust’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	$7.33K	Sell	119 -10	-8%	-$629	﹤0.01%	1464
2026 Q2	$7.84K	Hold	129	–	–	﹤0.01%	1506
2026 Q1	$7.57K	Hold	129	–	–	﹤0.01%	1493
2025 Q4	$6.32K	Sell	129 -43	-25%	-$2.06K	﹤0.01%	1580
2025 Q3	$8.38K	Sell	172 -29	-14%	-$1.45K	﹤0.01%	1462
2025 Q2	$10.4K	Sell	201 -19	-9%	-$1.01K	﹤0.01%	1346
2025 Q1	$12K	Buy	220 +42	+24%	+$2.15K	﹤0.01%	1239
2024 Q4	$8.76K	Buy	178 +82	+85%	+$4.52K	﹤0.01%	1313
2024 Q3	$5.58K	Buy	96 +5	+5%	+$293	﹤0.01%	1340
2024 Q2	$4.93K	Buy	91 +79	+658%	+$4.32K	﹤0.01%	1317
2024 Q1	$679	Sell	12 -7	-37%	-$415	﹤0.01%	1800
2023 Q4	$1.24K	Sell	19 -12	-39%	-$761	﹤0.01%	1634
2023 Q3	$1.86K	Sell	31 -21	-40%	-$1.41K	﹤0.01%	1521
2023 Q2	$3.65K	Buy	52 +33	+174%	+$2.49K	﹤0.01%	1304
2023 Q1	$1.45K	Hold	19	–	–	﹤0.01%	1508
2022 Q4	$2K	Buy	+19	New	+$1.36K	﹤0.01%	1327

Other funds holding HTO

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

MassMutual Private Wealth & Trust's HTO Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its H2O America (HTO) stake by 7.8% in Q3 2026, selling an estimated $629 and leaving 119 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

MassMutual Private Wealth & Trust first reported a position in HTO in Q4 2022 and has held it in 16 quarters since. The position peaked at $12K in Q1 2025. 151 funds tracked by Wall St. Rank hold HTO as of Q3 2026.

MassMutual Private Wealth & Trust held 119 shares of H2O America worth $7.33K as of Q3 2026.
MassMutual Private Wealth & Trust sold 10 H2O America shares in Q3 2026, an estimated $629.
H2O America made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1464 holding.
MassMutual Private Wealth & Trust first reported a position in H2O America in Q4 2022 and has held it in 16 quarters since.
MassMutual Private Wealth & Trust's H2O America position peaked at $12K in Q1 2025.
151 funds tracked by Wall St. Rank held H2O America as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.