AO
HTO

Advisor OS’s H2O America HTO Stock Holding History

Advisor OS’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 		$362K Buy
+6,176
New +$336K 0.03% 385

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

Advisor OS's HTO Position: Q1 2026 in Review

Advisor OS opened a new position in H2O America (HTO) in Q1 2026: 6,176 shares worth $362K. The stake represents 0.03% of the portfolio and ranks #385 among its holdings.

312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • Advisor OS held 6,176 shares of H2O America worth $362K as of Q1 2026.
  • H2O America was a new Advisor OS position in Q1 2026.
  • H2O America made up 0.03% of Advisor OS's portfolio in Q1 2026, its #385 holding.
  • 312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.