UB
HTO

UMB Bank’s H2O America HTO Stock Holding History

UMB Bank’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 		$5.05K Buy
86
+8
+10% +$435 ﹤0.01% 2042
2025
Q4 		$3.82K Sell
78
-52
-40% -$2.49K ﹤0.01% 2073
2025
Q3 		$6.33K Sell
130
-38
-23% -$1.9K ﹤0.01% 1823
2025
Q2 		$8.73K Buy
168
+53
+46% +$2.82K ﹤0.01% 1650
2025
Q1 		$6.29K Buy
115
+101
+721% +$5.17K ﹤0.01% 1695
2024
Q4 		$689 Sell
14
-56
-80% -$3.08K ﹤0.01% 2017
2024
Q3 		$4.07K Buy
70
+38
+119% +$2.22K ﹤0.01% 1797
2024
Q2 		$1.74K Sell
32
-584
-95% -$32K ﹤0.01% 1831
2024
Q1 		$34.9K Buy
616
+16
+3% +$949 ﹤0.01% 903
2023
Q4 		$39.2K Hold
600
– – ﹤0.01% 884
2023
Q3 		$36.1K Hold
600
– – ﹤0.01% 907
2023
Q2 		$42.1K Hold
600
– – ﹤0.01% 884
2023
Q1 		$45.7K Hold
600
– – ﹤0.01% 857
2022
Q4 		$49K Hold
600
– – ﹤0.01% 856
2022
Q3 		$35K Hold
600
– – ﹤0.01% 959
2022
Q2 		$37K Hold
600
– – ﹤0.01% 992
2022
Q1 		$42K Hold
600
– – ﹤0.01% 1015
2021
Q4 		$44K Buy
+600
New +$41.7K ﹤0.01% 1029

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