AG
HTO

AmeriFlex Group’s H2O America HTO Stock Holding History

AmeriFlex Group’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 		– Sell
-69
Closed -$3.38K – 1165
2025
Q4 		$3.38K Sell
69
-69
-50% -$3.31K ﹤0.01% 920
2025
Q3 		$6.72K Buy
138
+68
+97% +$3.4K ﹤0.01% 861
2025
Q2 		$3.6K Buy
70
+1
+1% +$53 ﹤0.01% 887
2025
Q1 		$3.78K Hold
69
– – ﹤0.01% 1050
2024
Q4 		$3.45K Buy
+69
New +$3.8K ﹤0.01% 968

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

AmeriFlex Group's HTO Position: Q1 2026 in Review

AmeriFlex Group sold out of H2O America (HTO) in Q1 2026, closing a stake of 69 shares — an estimated $3.38K sold.

AmeriFlex Group first reported a position in HTO in Q4 2024 and held it in 5 quarters. The position peaked at $6.72K in Q3 2025. 312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • AmeriFlex Group reported no remaining H2O America position as of Q1 2026 after selling out during the quarter.
  • AmeriFlex Group sold 69 H2O America shares in Q1 2026, an estimated $3.38K.
  • AmeriFlex Group first reported a position in H2O America in Q4 2024 and held it in 5 quarters.
  • AmeriFlex Group's H2O America position peaked at $6.72K in Q3 2025.
  • 312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.