PTC
HTO

Private Trust Company’s H2O America HTO Stock Holding History

Private Trust Company’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
Q1 		$50.3K Hold
858
– – ﹤0.01% 1293
2025
Q4 		$42K Hold
858
– – ﹤0.01% 1356
2025
Q3 		$41.8K Buy
858
+3
+0.4% +$150 ﹤0.01% 1348
2025
Q2 		$44.4K Hold
855
– – ﹤0.01% 1269
2025
Q1 		$46.8K Hold
855
– – ﹤0.01% 1223
2024
Q4 		$42.1K Hold
855
– – ﹤0.01% 1229
2024
Q3 		$49.7K Hold
855
– – 0.01% 1139
2024
Q2 		$46.4K Sell
855
-755
-47% -$41.3K 0.01% 1146
2024
Q1 		$91.1K Hold
1,610
– – 0.01% 902
2023
Q4 		$105K Hold
1,610
– – 0.01% 815
2023
Q3 		$96.8K Hold
1,610
– – 0.01% 809
2023
Q2 		$113K Hold
1,610
– – 0.01% 764
2023
Q1 		$123K Hold
1,610
– – 0.02% 699
2022
Q4 		$131K Buy
1,610
+755
+88% +$54K 0.02% 644
2022
Q3 		$49K Buy
+855
New +$55.1K 0.01% 894

Other funds holding HTO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
SFM
Soros Fund Management New York $7.29B AUM 30.69% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM