BPA
HTO

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
Q1 		$202K Buy
+3,443
New +$187K ﹤0.01% 1726

Other funds holding HTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Beacon Pointe Advisors's HTO Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in H2O America (HTO) in Q1 2026: 3,443 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1726 among its holdings.

312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • Beacon Pointe Advisors held 3,443 shares of H2O America worth $202K as of Q1 2026.
  • H2O America was a new Beacon Pointe Advisors position in Q1 2026.
  • H2O America made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1726 holding.
  • 312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.