Barrow, Hanley, Mewhinney & Strauss’s H2O America HTO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$30.7M Buy
504,368
+94,718
+23% +$5.49M 0.09% 122
2026
Q1
$24M Buy
+409,650
New +$22.3M 0.08% 129

Other funds holding HTO

Barrow, Hanley, Mewhinney & Strauss's HTO Position: Q2 2026 in Review

Barrow, Hanley, Mewhinney & Strauss increased its H2O America (HTO) stake by 23% in Q2 2026, buying an estimated $5.49M and bringing the position to 504,368 shares worth $30.7M. The position accounts for 0.09% of the portfolio, ranked #122.

Barrow, Hanley, Mewhinney & Strauss first reported a position in HTO in Q1 2026 and has held it in 2 quarters since. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Barrow, Hanley, Mewhinney & Strauss held 504,368 shares of H2O America worth $30.7M as of Q2 2026.
  • Barrow, Hanley, Mewhinney & Strauss bought 94,718 H2O America shares in Q2 2026, an estimated $5.49M.
  • H2O America made up 0.09% of Barrow, Hanley, Mewhinney & Strauss's portfolio in Q2 2026, its #122 holding.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in H2O America in Q1 2026 and has held it in 2 quarters since.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q2 2026, filed 12 Aug 2026.