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 Q2	$370K	Sell	6,089 -87	-1%	-$5.04K	0.02%	390
2026 Q1	$362K	Buy	+6,176	New	+$336K	0.03%	385

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 $3.38T AUM 44.17% 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

Advisor OS's HTO Position: Q2 2026 in Review

Advisor OS reduced its H2O America (HTO) stake by 1.4% in Q2 2026, selling an estimated $5.04K and leaving 6,089 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #390.

Advisor OS first reported a position in HTO in Q1 2026 and has held it in 2 quarters since. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

Advisor OS held 6,089 shares of H2O America worth $370K as of Q2 2026.
Advisor OS sold 87 H2O America shares in Q2 2026, an estimated $5.04K.
H2O America made up 0.02% of Advisor OS's portfolio in Q2 2026, its #390 holding.
Advisor OS first reported a position in H2O America in Q1 2026 and has held it in 2 quarters since.
315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.