Baird Financial Group
HTO

Baird Financial Group’s H2O America HTO Stock Holding History

Baird Financial 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
Q2 		$1.54M Buy
25,269
+947
+4% +$54.9K ﹤0.01% 1189
2026
Q1 		$1.43M Buy
+24,322
New +$1.32M ﹤0.01% 1157
2015
Q4 		– Sell
-38,598
Closed -$1.19M – 1276
2015
Q3 		$1.19M Sell
38,598
-1,200
-3% -$35.7K 0.01% 654
2015
Q2 		$1.22M Buy
+39,798
New +$1.2M 0.01% 688

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

Baird Financial Group's HTO Position: Q2 2026 in Review

Baird Financial Group increased its H2O America (HTO) stake by 3.9% in Q2 2026, buying an estimated $54.9K and bringing the position to 25,269 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Baird Financial Group first reported a position in HTO in Q2 2015 and has held it in 4 quarters since. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Baird Financial Group held 25,269 shares of H2O America worth $1.54M as of Q2 2026.
  • Baird Financial Group bought 947 H2O America shares in Q2 2026, an estimated $54.9K.
  • H2O America made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1189 holding.
  • Baird Financial Group first reported a position in H2O America in Q2 2015 and has held it in 4 quarters since.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.