Northwestern Mutual Wealth Management
HTO

Northwestern Mutual Wealth Management’s H2O America HTO Stock Holding History

Northwestern Mutual 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
2026
Q2 		– Sell
-5
Closed -$293 – 4423
2026
Q1 		$293 Buy
+5
New +$272 ﹤0.01% 3907
2024
Q1 		– Sell
-100
Closed -$6.54K – 3785
2023
Q4 		$6.54K Buy
+100
New +$6.34K ﹤0.01% 2780
2020
Q2 		– Sell
-86
Closed -$5K – 2662
2020
Q1 		$5K Hold
86
– – ﹤0.01% 2082
2019
Q4 		$6K Hold
86
– – ﹤0.01% 2040
2019
Q3 		$6K Buy
+86
New +$5.65K ﹤0.01% 2058
2015
Q4 		– Sell
-194
Closed -$6K – 1819
2015
Q3 		$6K Buy
+194
New +$5.77K ﹤0.01% 1217
2014
Q2 		– Sell
-104
Closed -$3K – 1373
2014
Q1 		$3K Hold
104
– – ﹤0.01% 1098
2013
Q4 		$3K Buy
104
+1
+1% +$28 ﹤0.01% 1190
2013
Q3 		$3K Buy
+103
New +$2.79K ﹤0.01% 1119

Other funds holding HTO

BlackRock
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Vanguard Portfolio Management
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
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Northwestern Mutual Wealth Management's HTO Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of H2O America (HTO) in Q2 2026, closing a stake of 5 shares — an estimated $293 sold.

Northwestern Mutual Wealth Management first reported a position in HTO in Q3 2013 and held it in 9 quarters. The position peaked at $6.54K in Q4 2023. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Northwestern Mutual Wealth Management reported no remaining H2O America position as of Q2 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 5 H2O America shares in Q2 2026, an estimated $293.
  • Northwestern Mutual Wealth Management first reported a position in H2O America in Q3 2013 and held it in 9 quarters.
  • Northwestern Mutual Wealth Management's H2O America position peaked at $6.54K in Q4 2023.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.