Back to HTO
Key FInancial Inc HTO Position History
H2O America • Industrials
Quarters held
5
Latest value
$2.8M
Q3 2026
Peak value
$3.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.9M |
| Q4 2025 | $2.6M |
| Q1 2026 | $3.5M |
| Q2 2026 | $3M |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 144.5K | — | — |
| Q2 2026 | $3M | 154.4K | — | — |
| Q1 2026 | $3.5M | 177.4K | — | — |
| Q4 2025 | $2.6M | 135.2K | — | — |
| Q3 2025 | $1.9M | 99.5K | — | — |
Other funds holding HTO
$251.3M
$215.7M
$142.4M
$134.5M
$120.4M
$117.3M
$117M