Abound Wealth Management’s H2O America HTO Stock Holding History

Abound Wealth Management’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	$122	Sell	2 -1	-33%	-$58	﹤0.01%	1248
2026 Q1	$177	Hold	3	–	–	﹤0.01%	1271
2025 Q4	$147	Hold	3	–	–	﹤0.01%	1295
2025 Q3	$147	Hold	3	–	–	﹤0.01%	1230
2025 Q2	$156	Hold	3	–	–	﹤0.01%	1130
2025 Q1	$165	Sell	3 -1	-25%	-$51	﹤0.01%	1061
2024 Q4	$197	Hold	4	–	–	﹤0.01%	1076
2024 Q3	$233	Sell	4 -2	-33%	-$117	﹤0.01%	1077
2024 Q2	$326	Hold	6	–	–	﹤0.01%	957
2024 Q1	$340	Hold	6	–	–	﹤0.01%	1075
2023 Q4	$393	Hold	6	–	–	﹤0.01%	1031
2023 Q3	$361	Hold	6	–	–	﹤0.01%	931
2023 Q2	$421	Buy	+6	New	+$453	﹤0.01%	911

Other funds holding HTO

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Abound Wealth Management's HTO Position: Q2 2026 in Review

Abound Wealth Management reduced its H2O America (HTO) stake by 33% in Q2 2026, selling an estimated $58 and leaving 2 shares worth $122. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

Abound Wealth Management first reported a position in HTO in Q2 2023 and has held it in 13 quarters since. The position peaked at $421 in Q2 2023. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

Abound Wealth Management held 2 shares of H2O America worth $122 as of Q2 2026.
Abound Wealth Management sold 1 H2O America share in Q2 2026, an estimated $58.
H2O America made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1248 holding.
Abound Wealth Management first reported a position in H2O America in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's H2O America position peaked at $421 in Q2 2023.
314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.