AWP
HTO

Abacus Wealth Partners’s H2O America HTO Stock Holding History

Abacus Wealth 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
2026
Q1 		$810K Buy
13,799
+3,159
+30% +$172K 0.07% 127
2025
Q4 		$521K Buy
+10,640
New +$510K 0.05% 211

Other funds holding HTO

BlackRock
BlackRock New York $5.72T 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 $70.8B AUM 21.68% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Abacus Wealth Partners's HTO Position: Q1 2026 in Review

Abacus Wealth Partners increased its H2O America (HTO) stake by 30% in Q1 2026, buying an estimated $172K and bringing the position to 13,799 shares worth $810K. The position accounts for 0.07% of the portfolio, ranked #127.

Abacus Wealth Partners first reported a position in HTO in Q4 2025 and has held it in 2 quarters since. 312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • Abacus Wealth Partners held 13,799 shares of H2O America worth $810K as of Q1 2026.
  • Abacus Wealth Partners bought 3,159 H2O America shares in Q1 2026, an estimated $172K.
  • H2O America made up 0.07% of Abacus Wealth Partners's portfolio in Q1 2026, its #127 holding.
  • Abacus Wealth Partners first reported a position in H2O America in Q4 2025 and has held it in 2 quarters since.
  • 312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Abacus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.