PS
HTO

Principal Securities’s H2O America HTO Stock Holding History

Principal Securities’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
Q4 		– Sell
-170
Closed -$8.28K – 3172
2025
Q3 		$8.28K Hold
170
– – ﹤0.01% 2792
2025
Q2 		$8.84K Buy
170
+163
+2,329% +$8.67K ﹤0.01% 2657
2025
Q1 		$345 Hold
7
– – ﹤0.01% 3407
2024
Q4 		$345 Buy
+7
New +$386 ﹤0.01% 3402

Other funds holding HTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Securities's HTO Position: Q4 2025 in Review

Principal Securities sold out of H2O America (HTO) in Q4 2025, closing a stake of 170 shares — an estimated $8.28K sold.

Principal Securities first reported a position in HTO in Q4 2024 and held it in 4 quarters. The position peaked at $8.84K in Q2 2025. 279 funds tracked by Wall St. Rank hold HTO as of Q4 2025.

  • Principal Securities reported no remaining H2O America position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 170 H2O America shares in Q4 2025, an estimated $8.28K.
  • Principal Securities first reported a position in H2O America in Q4 2024 and held it in 4 quarters.
  • Principal Securities's H2O America position peaked at $8.84K in Q2 2025.
  • 279 funds tracked by Wall St. Rank held H2O America as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.