Beacon Pointe Advisors’s H2O America HTO Stock Holding History

Beacon Pointe Advisors’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	–	Sell	-3,443	Closed	-$202K	–	2025
2026 Q1	$202K	Buy	+3,443	New	+$187K	﹤0.01%	1726

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

Beacon Pointe Advisors's HTO Position: Q2 2026 in Review

Beacon Pointe Advisors sold out of H2O America (HTO) in Q2 2026, closing a stake of 3,443 shares — an estimated $202K sold.

Beacon Pointe Advisors first reported a position in HTO in Q1 2026 and held it in 1 quarter. The position peaked at $202K in Q1 2026. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

Beacon Pointe Advisors reported no remaining H2O America position as of Q2 2026 after selling out during the quarter.
Beacon Pointe Advisors sold 3,443 H2O America shares in Q2 2026, an estimated $202K.
Beacon Pointe Advisors first reported a position in H2O America in Q1 2026 and held it in 1 quarter.
Beacon Pointe Advisors's H2O America position peaked at $202K in Q1 2026.
315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.