PWM
HTO

Parkworth Wealth Management’s H2O America HTO Stock Holding History

Parkworth 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
2025
Q2 		$189K Buy
3,629
+5
+0.1% +$266 0.14% 63
2025
Q1 		$198K Buy
3,624
+1
+0% +$51 0.16% 57
2024
Q4 		$178K Buy
+3,623
New +$200K 0.15% 55

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parkworth Wealth Management's HTO Position: Q2 2025 in Review

Parkworth Wealth Management increased its H2O America (HTO) stake by 0.14% in Q2 2025, buying an estimated $266 and bringing the position to 3,629 shares worth $189K. The position accounts for 0.14% of the portfolio, ranked #63.

Parkworth Wealth Management first reported a position in HTO in Q4 2024 and has held it in 3 quarters since. The position peaked at $198K in Q1 2025. 263 funds tracked by Wall St. Rank hold HTO as of Q2 2025.

  • Parkworth Wealth Management held 3,629 shares of H2O America worth $189K as of Q2 2025.
  • Parkworth Wealth Management bought 5 H2O America shares in Q2 2025, an estimated $266.
  • H2O America made up 0.14% of Parkworth Wealth Management's portfolio in Q2 2025, its #63 holding.
  • Parkworth Wealth Management first reported a position in H2O America in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's H2O America position peaked at $198K in Q1 2025.
  • 263 funds tracked by Wall St. Rank held H2O America as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.