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 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

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

Assenagon Asset Management

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

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return