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
Q2 		$710K Sell
11,682
-2,117
-15% -$123K 0.07% 103
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 $6.73T AUM 46.02% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Abacus Wealth Partners's HTO Position: Q2 2026 in Review

Abacus Wealth Partners reduced its H2O America (HTO) stake by 15% in Q2 2026, selling an estimated $123K and leaving 11,682 shares worth $710K. The position accounts for 0.07% of the portfolio, ranked #103.

Abacus Wealth Partners first reported a position in HTO in Q4 2025 and has held it in 3 quarters since. The position peaked at $810K in Q1 2026. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Abacus Wealth Partners held 11,682 shares of H2O America worth $710K as of Q2 2026.
  • Abacus Wealth Partners sold 2,117 H2O America shares in Q2 2026, an estimated $123K.
  • H2O America made up 0.07% of Abacus Wealth Partners's portfolio in Q2 2026, its #103 holding.
  • Abacus Wealth Partners first reported a position in H2O America in Q4 2025 and has held it in 3 quarters since.
  • Abacus Wealth Partners's H2O America position peaked at $810K in Q1 2026.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.