AI
HTO

Atria Investments’s H2O America HTO Stock Holding History

Atria Investments’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 		$879K Sell
14,459
-2,024
-12% -$117K 0.01% 1183
2026
Q1 		$967K Sell
16,483
-497
-3% -$27.1K 0.01% 1075
2025
Q4 		$832K Sell
16,980
-2,427
-13% -$116K 0.01% 1168
2025
Q3 		$945K Buy
19,407
+7,134
+58% +$356K 0.01% 1084
2025
Q2 		$638K Buy
12,273
+5,378
+78% +$286K 0.01% 1291
2025
Q1 		$377K Buy
6,895
+1,408
+26% +$72.1K ﹤0.01% 1500
2024
Q4 		$270K Sell
5,487
-417
-7% -$23K ﹤0.01% 1645
2024
Q3 		$343K Buy
5,904
+850
+17% +$49.7K ﹤0.01% 1543
2024
Q2 		$274K Buy
+5,054
New +$277K ﹤0.01% 1643

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 $3.38T AUM 44.17% 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

Atria Investments's HTO Position: Q2 2026 in Review

Atria Investments reduced its H2O America (HTO) stake by 12% in Q2 2026, selling an estimated $117K and leaving 14,459 shares worth $879K. The position accounts for 0.01% of the portfolio, ranked #1183.

Atria Investments first reported a position in HTO in Q2 2024 and has held it in 9 quarters since. The position peaked at $967K in Q1 2026. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Atria Investments held 14,459 shares of H2O America worth $879K as of Q2 2026.
  • Atria Investments sold 2,024 H2O America shares in Q2 2026, an estimated $117K.
  • H2O America made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1183 holding.
  • Atria Investments first reported a position in H2O America in Q2 2024 and has held it in 9 quarters since.
  • Atria Investments's H2O America position peaked at $967K in Q1 2026.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.