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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SFM

Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MassMutual Private Wealth & Trust's HTO Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its H2O America (HTO) position steady in Q2 2026 at 129 shares worth $7.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

MassMutual Private Wealth & Trust first reported a position in HTO in Q4 2022 and has held it in 15 quarters since. The position peaked at $12K in Q1 2025. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

MassMutual Private Wealth & Trust held 129 shares of H2O America worth $7.84K as of Q2 2026.
MassMutual Private Wealth & Trust left its H2O America share count unchanged in Q2 2026.
H2O America made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1506 holding.
MassMutual Private Wealth & Trust first reported a position in H2O America in Q4 2022 and has held it in 15 quarters since.
MassMutual Private Wealth & Trust's H2O America position peaked at $12K in Q1 2025.
315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.