Clarity Asset Management’s H2O America HTO Stock Holding History

Clarity Asset Management’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	–	Sell	-527	Closed	-$30.9K	–	233
2026 Q1	$30.9K	Sell	527 -22	-4%	-$1.2K	0.02%	150
2025 Q4	$26.9K	Buy	549 +5	+0.9%	+$240	0.01%	144
2025 Q3	$26.5K	Buy	544 +4	+0.7%	+$200	0.01%	152
2025 Q2	$28.1K	Sell	540 -22	-4%	-$1.17K	0.02%	148
2025 Q1	$30.7K	Sell	562 -205	-27%	-$10.5K	0.02%	111
2024 Q4	$37.8K	Buy	767 +5	+0.7%	+$275	0.02%	114
2024 Q3	$44.3K	Buy	762 +4	+0.5%	+$234	0.03%	94
2024 Q2	$41.1K	Buy	758 +57	+8%	+$3.12K	0.03%	93
2024 Q1	$39.7K	Buy	701 +92	+15%	+$5.46K	0.03%	109
2023 Q4	$39.8K	Buy	+609	New	+$38.6K	0.03%	106

Other funds holding HTO

AIM

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Clarity Asset Management's HTO Position: Q2 2026 in Review

Clarity Asset Management sold out of H2O America (HTO) in Q2 2026, closing a stake of 527 shares — an estimated $30.9K sold.

Clarity Asset Management first reported a position in HTO in Q4 2023 and held it in 10 quarters. The position peaked at $44.3K in Q3 2024. 53 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

Clarity Asset Management reported no remaining H2O America position as of Q2 2026 after selling out during the quarter.
Clarity Asset Management sold 527 H2O America shares in Q2 2026, an estimated $30.9K.
Clarity Asset Management first reported a position in H2O America in Q4 2023 and held it in 10 quarters.
Clarity Asset Management's H2O America position peaked at $44.3K in Q3 2024.
53 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.