CWA
HTO

Canvas Wealth Advisors’s H2O America HTO Stock Holding History

Canvas Wealth 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 		– Sell
-10,729
Closed -$526K – 253
2025
Q4 		$526K Buy
10,729
+621
+6% +$29.8K 0.09% 117
2025
Q3 		$476K Sell
10,108
-110
-1% -$5.49K 0.09% 119
2025
Q2 		$488K Sell
10,218
-912
-8% -$48.5K 0.1% 112
2025
Q1 		$615K Buy
11,130
+4,092
+58% +$209K 0.16% 92
2024
Q4 		$346K Buy
7,038
+546
+8% +$30.1K 0.09% 123
2024
Q3 		$377K Sell
6,492
-623
-9% -$36.5K 0.1% 106
2024
Q2 		$434K Buy
7,115
+2,648
+59% +$145K 0.13% 91
2024
Q1 		$235K Buy
+4,467
New +$265K 0.08% 129
2023
Q1 		– Sell
-4,618
Closed -$360K – 153
2022
Q4 		$360K Sell
4,618
-12,927
-74% -$924K 0.15% 99
2022
Q3 		$1.15M Sell
17,545
-4,910
-22% -$316K 0.49% 41
2022
Q2 		$1.4M Buy
22,455
+178
+0.8% +$11K 0.56% 45
2022
Q1 		$1.32M Buy
22,277
+7,724
+53% +$520K 0.48% 54
2021
Q4 		$1.06M Sell
14,553
-3,937
-21% -$274K 0.38% 57
2021
Q3 		$1.22M Buy
18,490
+438
+2% +$29.6K 0.5% 49
2021
Q2 		$1.14M Buy
18,052
+906
+5% +$58.6K 0.51% 48
2021
Q1 		$1.12M Buy
+17,146
New +$1.12M 0.65% 41

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
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
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Canvas Wealth Advisors's HTO Position: Q1 2026 in Review

Canvas Wealth Advisors sold out of H2O America (HTO) in Q1 2026, closing a stake of 10,729 shares — an estimated $526K sold.

Canvas Wealth Advisors first reported a position in HTO in Q1 2021 and held it in 16 quarters. The position peaked at $1.4M in Q2 2022. 313 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • Canvas Wealth Advisors reported no remaining H2O America position as of Q1 2026 after selling out during the quarter.
  • Canvas Wealth Advisors sold 10,729 H2O America shares in Q1 2026, an estimated $526K.
  • Canvas Wealth Advisors first reported a position in H2O America in Q1 2021 and held it in 16 quarters.
  • Canvas Wealth Advisors's H2O America position peaked at $1.4M in Q2 2022.
  • 313 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Canvas Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.