Stephens Consulting’s H2O America HTO Stock Holding History

Stephens Consulting’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	–	Sell	-10	Closed	-$547	–	1872
2025 Q1	$547	Buy	+10	New	+$512	﹤0.01%	905

Other funds holding HTO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stephens Consulting's HTO Position: Q2 2025 in Review

Stephens Consulting sold out of H2O America (HTO) in Q2 2025, closing a stake of 10 shares — an estimated $547 sold.

Stephens Consulting first reported a position in HTO in Q1 2025 and held it in 1 quarter. The position peaked at $547 in Q1 2025. 263 funds tracked by Wall St. Rank hold HTO as of Q2 2025.

Stephens Consulting reported no remaining H2O America position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 10 H2O America shares in Q2 2025, an estimated $547.
Stephens Consulting first reported a position in H2O America in Q1 2025 and held it in 1 quarter.
Stephens Consulting's H2O America position peaked at $547 in Q1 2025.
263 funds tracked by Wall St. Rank held H2O America as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.