Carson Wealth (CWM LLC)
HTO

Carson Wealth (CWM LLC)’s H2O America HTO Stock Holding History

Carson Wealth (CWM 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
Q1 		$531K Buy
9,043
+912
+11% +$49.6K ﹤0.01% 1972
2025
Q4 		$398K Buy
8,131
+135
+2% +$6.47K ﹤0.01% 2064
2025
Q3 		$389K Buy
7,996
+3,279
+70% +$164K ﹤0.01% 1944
2025
Q2 		$245K Buy
4,717
+3,322
+238% +$177K ﹤0.01% 2002
2025
Q1 		$76K Buy
1,395
+985
+240% +$50.4K ﹤0.01% 2651
2024
Q4 		$20K Sell
410
-510
-55% -$28.1K ﹤0.01% 3445
2024
Q3 		$53K Buy
920
+400
+77% +$23.4K ﹤0.01% 2647
2024
Q2 		$28K Buy
520
+337
+184% +$18.4K ﹤0.01% 2899
2024
Q1 		$10K Buy
183
+166
+976% +$9.85K ﹤0.01% 3354
2023
Q4 		$1K Sell
17
-174
-91% -$11K ﹤0.01% 4038
2023
Q3 		$11K Buy
191
+35
+22% +$2.35K ﹤0.01% 3093
2023
Q2 		$11K Buy
156
+56
+56% +$4.23K ﹤0.01% 3033
2023
Q1 		$8K Buy
100
+50
+100% +$3.86K ﹤0.01% 3101
2022
Q4 		$4K Sell
50
-19
-28% -$1.36K ﹤0.01% 3329
2022
Q3 		$4K Buy
69
+56
+431% +$3.61K ﹤0.01% 3213
2022
Q2 		$1K Sell
13
-76
-85% -$4.7K ﹤0.01% 3634
2022
Q1 		$6K Buy
89
+77
+642% +$5.18K ﹤0.01% 2781
2021
Q4 		$1K Buy
+12
New +$834 ﹤0.01% 3370

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 $3.38T AUM 44.17% 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

Carson Wealth (CWM LLC)'s HTO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its H2O America (HTO) stake by 11% in Q1 2026, buying an estimated $49.6K and bringing the position to 9,043 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

Carson Wealth (CWM LLC) first reported a position in HTO in Q4 2021 and has held it in 18 quarters since. 313 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,043 shares of H2O America worth $531K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 912 H2O America shares in Q1 2026, an estimated $49.6K.
  • H2O America made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1972 holding.
  • Carson Wealth (CWM LLC) first reported a position in H2O America in Q4 2021 and has held it in 18 quarters since.
  • 313 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.