TCOV
HTO

Trust Company of Vermont’s H2O America HTO Stock Holding History

Trust Company of Vermont’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 		$2.99K Hold
61
– – ﹤0.01% 1006
2025
Q3 		$2.97K Buy
+61
New +$3.04K ﹤0.01% 981
2024
Q4 		– Sell
-500
Closed -$29.1K – 1108
2024
Q3 		$29.1K Buy
+500
New +$29.3K ﹤0.01% 601
2024
Q2 		– Sell
-80
Closed -$4.53K – 934
2024
Q1 		$4.53K Hold
80
– – ﹤0.01% 746
2023
Q4 		$5.23K Hold
80
– – ﹤0.01% 657
2023
Q3 		$4.81K Hold
80
– – ﹤0.01% 714
2023
Q2 		$5.61K Buy
+80
New +$6.04K ﹤0.01% 725

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Trust Company of Vermont's HTO Position: Q4 2025 in Review

Trust Company of Vermont held its H2O America (HTO) position steady in Q4 2025 at 61 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Trust Company of Vermont first reported a position in HTO in Q2 2023 and has held it in 7 quarters since. The position peaked at $29.1K in Q3 2024. 280 funds tracked by Wall St. Rank hold HTO as of Q4 2025.

  • Trust Company of Vermont held 61 shares of H2O America worth $2.99K as of Q4 2025.
  • Trust Company of Vermont left its H2O America share count unchanged in Q4 2025.
  • H2O America made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #1006 holding.
  • Trust Company of Vermont first reported a position in H2O America in Q2 2023 and has held it in 7 quarters since.
  • Trust Company of Vermont's H2O America position peaked at $29.1K in Q3 2024.
  • 280 funds tracked by Wall St. Rank held H2O America as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.