VIP
HTO

Vista Investment Partners’s H2O America HTO Stock Holding History

Vista Investment Partners’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 		– Sell
-8,331
Closed -$406K – 173
2025
Q3 		$406K Buy
+8,331
New +$416K 0.11% 119

Other funds holding HTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 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 $3.37T AUM 44.26% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vista Investment Partners's HTO Position: Q4 2025 in Review

Vista Investment Partners sold out of H2O America (HTO) in Q4 2025, closing a stake of 8,331 shares — an estimated $406K sold.

Vista Investment Partners first reported a position in HTO in Q3 2025 and held it in 1 quarter. The position peaked at $406K in Q3 2025. 279 funds tracked by Wall St. Rank hold HTO as of Q4 2025.

  • Vista Investment Partners reported no remaining H2O America position as of Q4 2025 after selling out during the quarter.
  • Vista Investment Partners sold 8,331 H2O America shares in Q4 2025, an estimated $406K.
  • Vista Investment Partners first reported a position in H2O America in Q3 2025 and held it in 1 quarter.
  • Vista Investment Partners's H2O America position peaked at $406K in Q3 2025.
  • 279 funds tracked by Wall St. Rank held H2O America as of Q4 2025.

Based on Vista Investment Partners's 13F filing for Q4 2025, filed 16 Jan 2026.