TWD
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True Wealth Design’s H2O America HTO Stock Holding History

True Wealth Design’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
Q3 		$1.05K Hold
17
– – ﹤0.01% 1924
2026
Q2 		$1.03K Hold
17
– – ﹤0.01% 1963
2026
Q1 		$998 Hold
17
– – ﹤0.01% 1804
2025
Q4 		$833 Sell
17
-25
-60% -$1.2K ﹤0.01% 1774
2025
Q3 		$2.05K Sell
42
-81
-66% -$4.04K ﹤0.01% 1448
2025
Q2 		$6.39K Buy
123
+101
+459% +$5.37K ﹤0.01% 720
2025
Q1 		$1.2K Sell
22
-143
-87% -$7.32K ﹤0.01% 1199
2024
Q4 		$8.12K Buy
+165
New +$9.09K ﹤0.01% 452

Other funds holding HTO

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

True Wealth Design's HTO Position: Q3 2026 in Review

True Wealth Design held its H2O America (HTO) position steady in Q3 2026 at 17 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

True Wealth Design first reported a position in HTO in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.12K in Q4 2024. 32 funds tracked by Wall St. Rank hold HTO as of Q3 2026.

  • True Wealth Design held 17 shares of H2O America worth $1.05K as of Q3 2026.
  • True Wealth Design left its H2O America share count unchanged in Q3 2026.
  • H2O America made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1924 holding.
  • True Wealth Design first reported a position in H2O America in Q4 2024 and has held it in 8 quarters since.
  • True Wealth Design's H2O America position peaked at $8.12K in Q4 2024.
  • 32 funds tracked by Wall St. Rank held H2O America as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.