BJL
HTO

Brighton Jones LLC’s H2O America HTO Stock Holding History

Brighton Jones LLC’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 		$218K Sell
3,594
-480
-12% -$27.8K ﹤0.01% 1212
2026
Q1 		$239K Buy
+4,074
New +$222K 0.01% 1018

Other funds holding HTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Brighton Jones LLC's HTO Position: Q2 2026 in Review

Brighton Jones LLC reduced its H2O America (HTO) stake by 12% in Q2 2026, selling an estimated $27.8K and leaving 3,594 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Brighton Jones LLC first reported a position in HTO in Q1 2026 and has held it in 2 quarters since. The position peaked at $239K in Q1 2026. 157 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Brighton Jones LLC held 3,594 shares of H2O America worth $218K as of Q2 2026.
  • Brighton Jones LLC sold 480 H2O America shares in Q2 2026, an estimated $27.8K.
  • H2O America made up ﹤0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #1212 holding.
  • Brighton Jones LLC first reported a position in H2O America in Q1 2026 and has held it in 2 quarters since.
  • Brighton Jones LLC's H2O America position peaked at $239K in Q1 2026.
  • 157 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.