Cerity Partners
HTO

Cerity Partners’s H2O America HTO Stock Holding History

Cerity Partners’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 		$79.4M Sell
1,307,227
-2,452
-0.2% -$142K 0.1% 182
2026
Q1 		$76.8M Sell
1,309,679
-136,123
-9% -$7.41M 0.11% 173
2025
Q4 		$70.8M Sell
1,445,802
-2,545
-0.2% -$122K 0.1% 176
2025
Q3 		$70.5M Buy
1,448,347
+6,851
+0.5% +$342K 0.11% 161
2025
Q2 		$74.9M Sell
1,441,496
-20,753
-1% -$1.1M 0.13% 154
2025
Q1 		$80M Buy
1,462,249
+2,884
+0.2% +$148K 0.16% 133
2024
Q4 		$71.8M Buy
1,459,365
+1,532
+0.1% +$84.4K 0.16% 139
2024
Q3 		$84.7M Buy
1,457,833
+2,192
+0.2% +$128K 0.19% 117
2024
Q2 		$78.9M Sell
1,455,641
-104,128
-7% -$5.7M 0.21% 106
2024
Q1 		$88.3M Sell
1,559,769
-50,722
-3% -$3.01M 0.23% 93
2023
Q4 		$105M Buy
1,610,491
+363
+0% +$23K 0.35% 61
2023
Q3 		$96.8M Sell
1,610,128
-315
-0% -$21.1K 0.47% 48
2023
Q2 		$113M Buy
1,610,443
+20,704
+1% +$1.56M 0.44% 50
2023
Q1 		$121M Buy
1,589,739
+6
+0% +$464 0.29% 52
2022
Q4 		$129M Buy
+1,589,733
New +$114M 0.83% 18

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Cerity Partners's HTO Position: Q2 2026 in Review

Cerity Partners reduced its H2O America (HTO) stake by 0.19% in Q2 2026, selling an estimated $142K and leaving 1,307,227 shares worth $79.4M. The position accounts for 0.1% of the portfolio, ranked #182.

Cerity Partners first reported a position in HTO in Q4 2022 and has held it in 15 quarters since. The position peaked at $129M in Q4 2022. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Cerity Partners held 1,307,227 shares of H2O America worth $79.4M as of Q2 2026.
  • Cerity Partners sold 2,452 H2O America shares in Q2 2026, an estimated $142K.
  • H2O America made up 0.1% of Cerity Partners's portfolio in Q2 2026, its #182 holding.
  • Cerity Partners first reported a position in H2O America in Q4 2022 and has held it in 15 quarters since.
  • Cerity Partners's H2O America position peaked at $129M in Q4 2022.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.