Cetera Investment Advisers
HTO

Cetera Investment Advisers’s H2O America HTO Stock Holding History

Cetera Investment Advisers’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 		$2.26M Buy
37,152
+24,953
+205% +$1.45M ﹤0.01% 2297
2026
Q1 		$716K Buy
12,199
+6,813
+126% +$371K ﹤0.01% 3201
2025
Q4 		$264K Buy
5,386
+705
+15% +$33.8K ﹤0.01% 4013
2025
Q3 		$228K Buy
+4,681
New +$234K ﹤0.01% 4060
2024
Q3 		– Sell
-5,020
Closed -$272K – 3889
2024
Q2 		$272K Sell
5,020
-222
-4% -$12.1K ﹤0.01% 3113
2024
Q1 		$297K Buy
+5,242
New +$311K ﹤0.01% 3049
2023
Q1 		– Sell
-2,555
Closed -$207K – 2236
2022
Q4 		$207K Buy
+2,555
New +$183K ﹤0.01% 1886

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 $3.38T AUM 44.17% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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

Cetera Investment Advisers's HTO Position: Q2 2026 in Review

Cetera Investment Advisers increased its H2O America (HTO) stake by 205% in Q2 2026, buying an estimated $1.45M and bringing the position to 37,152 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2297.

Cetera Investment Advisers first reported a position in HTO in Q4 2022 and has held it in 7 quarters since. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Cetera Investment Advisers held 37,152 shares of H2O America worth $2.26M as of Q2 2026.
  • Cetera Investment Advisers bought 24,953 H2O America shares in Q2 2026, an estimated $1.45M.
  • H2O America made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2297 holding.
  • Cetera Investment Advisers first reported a position in H2O America in Q4 2022 and has held it in 7 quarters since.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.