AF
HTO

Advisornet Financial’s H2O America HTO Stock Holding History

Advisornet Financial’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 		$17.3K Hold
285
– – ﹤0.01% 1435
2026
Q1 		$16.7K Hold
285
– – ﹤0.01% 1388
2025
Q4 		$14K Hold
285
– – ﹤0.01% 1439
2025
Q3 		$13.9K Hold
285
– – ﹤0.01% 1420
2025
Q2 		$14.8K Hold
285
– – ﹤0.01% 1364
2025
Q1 		$15.6K Hold
285
– – ﹤0.01% 1281
2024
Q4 		$14K Sell
285
-26
-8% -$1.43K ﹤0.01% 1234
2024
Q3 		$18.1K Buy
311
+285
+1,096% +$16.7K ﹤0.01% 1236
2024
Q2 		$1.41K Buy
26
+12
+86% +$657 ﹤0.01% 1712
2024
Q1 		$792 Buy
14
+8
+133% +$475 ﹤0.01% 1822
2023
Q4 		$392 Buy
6
+5
+500% +$317 ﹤0.01% 2163
2023
Q3 		$60 Sell
1
-4
-80% -$268 ﹤0.01% 2235
2023
Q2 		$351 Buy
5
+1
+25% +$76 ﹤0.01% 2124
2023
Q1 		$305 Sell
4
-2
-33% -$155 ﹤0.01% 2181
2022
Q4 		$487 Buy
+6
New +$429 ﹤0.01% 2032

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

Advisornet Financial's HTO Position: Q2 2026 in Review

Advisornet Financial held its H2O America (HTO) position steady in Q2 2026 at 285 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Advisornet Financial first reported a position in HTO in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.1K in Q3 2024. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Advisornet Financial held 285 shares of H2O America worth $17.3K as of Q2 2026.
  • Advisornet Financial left its H2O America share count unchanged in Q2 2026.
  • H2O America made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1435 holding.
  • Advisornet Financial first reported a position in H2O America in Q4 2022 and has held it in 15 quarters since.
  • Advisornet Financial's H2O America position peaked at $18.1K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.