MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

HTO — H2o America

Top Portfolio Positions

5,260 positions · $1,251,003,247,930 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	244,474,722	$62,045,239,682	4.96%
NVDA	Nvidia Corp Technology	342,954,346	$59,811,237,934	4.78%
MSFT	Microsoft Corp Technology	124,881,288	$46,227,306,365	3.70%
AMZN	Amazon Com Inc Consumer Cyclical	173,925,856	$36,223,538,016	2.90%
GOOGL	Alphabet Inc. Communication Services	120,955,598	$34,781,991,748	2.78%
SPY	Spdr S&P 500 ETF Trust	40,502,730	$26,340,545,421	2.11%
AVGO	Broadcom Inc. Technology	75,935,152	$23,502,688,883	1.88%
META	Meta Platforms, Inc. Communication Services	38,078,962	$21,786,116,518	1.74%
JPM	Jpmorgan Chase & Co Financial Services	68,544,442	$20,163,033,047	1.61%
TSLA	Tesla, Inc. Consumer Cyclical	39,177,400	$14,564,198,442	1.16%

Portfolio Trend

25 quarters · across all stocks

Holdings in HTO

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$45,833,057	781,201	-42.9%	Shares	Defined	2026-05-15
2025-12-31	$67,027,129	1,368,180	+123.0%	Shares	Defined	2026-05-27
2025-09-30	$29,875,738	613,465	-3.8%	Shares	Defined	2026-05-27
2025-06-30	$33,132,635	637,534	+16.6%	Shares	Defined	2025-08-15
2025-03-31	$29,898,797	546,696	+1.8%	Shares	Defined	2025-05-15
2024-12-31	$26,430,493	536,987	-22.5%	Shares	Defined	2025-05-15
2024-09-30	$40,279,811	693,165	+33.7%	Shares	Defined	2025-05-14
2024-06-30	$28,102,381	518,303	+17.0%	Shares	Defined	2025-05-14
2024-03-31	$25,069,759	443,007	+1.5%	Shares	Defined	2024-10-17
2023-12-31	$28,521,282	436,439	+16.7%	Shares	Defined	2024-08-16
2023-09-30	$22,478,911	373,963	+13.0%	Shares	Defined	2023-11-15
2023-06-30	$23,204,232	330,969	+11.4%	Shares	Defined	2023-08-14
2023-03-31	$22,621,262	297,140	-1.5%	Shares	Defined	2023-05-15
2022-12-31	$24,498,914	301,748	+136.9%	Shares	Defined	2023-02-14
2022-09-30	$7,335,413	127,351	-7.4%	Shares	Defined	2022-11-14
2022-06-30	$8,580,934	137,493	+53.5%	Shares	Defined	2022-10-27
2022-03-31	$6,230,467	89,544	-4.2%	Shares	Defined	2022-10-27
2021-12-31	$6,839,147	93,431	+27.6%	Shares	Defined	2022-02-14
2021-09-30	$4,837,767	73,233	+0.8%	Shares	Defined	2021-11-15
2021-06-30	$4,600,577	72,679	+16.5%	Shares	Defined	2021-08-23
2021-03-31	$3,931,203	62,410	-16.4%	Shares	Defined	2021-05-17
2020-12-31	$5,176,404	74,631	+34.0%	Shares	Defined	2021-02-16
2020-09-30	$3,389,840	55,699	-13.7%	Shares	Defined	2020-11-13
2020-06-30	$4,010,876	64,577	-23.9%	Shares	Defined	2020-08-14
2020-03-31	$4,904,670	84,900	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.