Vontobel Holding
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Vontobel Holding’s H2O America HTO Stock Holding History

Vontobel Holding’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 		$1.59M Buy
25,849
+3,610
+16% +$227K 0.01% 698
2026
Q2 		$1.35M Buy
22,239
+38
+0.2% +$2.2K ﹤0.01% 724
2026
Q1 		$1.3M Buy
22,201
+2,755
+14% +$150K ﹤0.01% 599
2025
Q4 		$953K Buy
19,446
+42
+0.2% +$2.01K ﹤0.01% 771
2025
Q3 		$945K Sell
19,404
-2,259
-10% -$113K ﹤0.01% 744
2025
Q2 		$1.13M Buy
21,663
+4,656
+27% +$248K ﹤0.01% 649
2025
Q1 		$930K Sell
17,007
-1,923
-10% -$98.4K ﹤0.01% 609
2024
Q4 		$932K Buy
18,930
+349
+2% +$19.2K ﹤0.01% 617
2024
Q3 		$1.08M Sell
18,581
-589
-3% -$34.5K ﹤0.01% 575
2024
Q2 		$1.04M Buy
19,170
+639
+3% +$35K ﹤0.01% 560
2024
Q1 		$1.05M Sell
18,531
-816
-4% -$48.4K 0.01% 571
2023
Q4 		$1.26M Sell
19,347
-3,794
-16% -$241K 0.01% 534
2023
Q3 		$1.39M Buy
23,141
+31
+0.1% +$2.08K 0.01% 510
2023
Q2 		$1.62M Buy
23,110
+2,454
+12% +$185K 0.01% 488
2023
Q1 		$1.57M Buy
20,656
+1,529
+8% +$118K 0.01% 474
2022
Q4 		$1.58M Sell
19,127
-147
-0.8% -$10.5K 0.02% 464
2022
Q3 		$1.13M Buy
19,274
+5,580
+41% +$359K 0.01% 515
2022
Q2 		$843K Sell
13,694
-18,173
-57% -$1.12M 0.01% 582
2022
Q1 		$2.23M Buy
31,867
+625
+2% +$42.1K 0.02% 413
2021
Q4 		$2.27M Buy
+31,242
New +$2.17M 0.02% 414
2021
Q2 		– Sell
-36,659
Closed -$2.31M – 1177
2021
Q1 		$2.31M Buy
36,659
+4,131
+13% +$270K 0.02% 375
2020
Q4 		$2.26M Buy
+32,528
New +$2.11M 0.01% 384

Other funds holding HTO

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Vontobel Holding's HTO Position: Q3 2026 in Review

Vontobel Holding increased its H2O America (HTO) stake by 16% in Q3 2026, buying an estimated $227K and bringing the position to 25,849 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #698.

Vontobel Holding first reported a position in HTO in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.31M in Q1 2021. 226 funds tracked by Wall St. Rank hold HTO as of Q3 2026.

  • Vontobel Holding held 25,849 shares of H2O America worth $1.59M as of Q3 2026.
  • Vontobel Holding bought 3,610 H2O America shares in Q3 2026, an estimated $227K.
  • H2O America made up 0.01% of Vontobel Holding's portfolio in Q3 2026, its #698 holding.
  • Vontobel Holding first reported a position in H2O America in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's H2O America position peaked at $2.31M in Q1 2021.
  • 226 funds tracked by Wall St. Rank held H2O America as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.