Arax Advisory Partners’s H2O America HTO Stock Holding History

Arax Advisory Partners’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	$341K	Buy	5,609 +5,387	+2,427%	+$312K	﹤0.01%	1894
2026 Q1	$13K	Buy	222 +131	+144%	+$7.13K	﹤0.01%	2309
2025 Q4	$4.46K	Sell	91 -10,214	-99%	-$490K	﹤0.01%	2921
2025 Q3	$502K	Buy	10,305 +10,119	+5,440%	+$505K	0.01%	899
2025 Q2	$9.67K	Buy	186 +161	+644%	+$8.56K	﹤0.01%	1983
2025 Q1	$1.37K	Buy	+25	New	+$1.28K	﹤0.01%	2202
2024 Q4	–	Sell	-81	Closed	-$4.71K	–	2717
2024 Q3	$4.71K	Sell	81 -26	-24%	-$1.52K	﹤0.01%	1739
2024 Q2	$5.8K	Buy	+107	New	+$5.85K	﹤0.01%	1525

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

Arax Advisory Partners's HTO Position: Q2 2026 in Review

Arax Advisory Partners increased its H2O America (HTO) stake by 2,427% in Q2 2026, buying an estimated $312K and bringing the position to 5,609 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Arax Advisory Partners first reported a position in HTO in Q2 2024 and has held it in 8 quarters since. The position peaked at $502K in Q3 2025. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

Arax Advisory Partners held 5,609 shares of H2O America worth $341K as of Q2 2026.
Arax Advisory Partners bought 5,387 H2O America shares in Q2 2026, an estimated $312K.
H2O America made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1894 holding.
Arax Advisory Partners first reported a position in H2O America in Q2 2024 and has held it in 8 quarters since.
Arax Advisory Partners's H2O America position peaked at $502K in Q3 2025.
314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.