Commonwealth Equity Services
HTO

Commonwealth Equity Services’s H2O America HTO Stock Holding History

Commonwealth Equity Services’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 		$1.68M Sell
27,673
-280
-1% -$16.2K ﹤0.01% 2280
2026
Q1 		$1.64M Buy
27,953
+2,471
+10% +$135K ﹤0.01% 2183
2025
Q4 		$1.25M Buy
+25,482
New +$1.22M ﹤0.01% 2403
2019
Q4 		– Sell
-6,406
Closed -$437K – 2939
2019
Q3 		$437K Buy
6,406
+26
+0.4% +$1.71K ﹤0.01% 1934
2019
Q2 		$387K Sell
6,380
-422
-6% -$26K ﹤0.01% 2000
2019
Q1 		$419K Buy
6,802
+1,113
+20% +$66.8K ﹤0.01% 1896
2018
Q4 		$316K Sell
5,689
-118
-2% -$7K ﹤0.01% 1973
2018
Q3 		$355K Sell
5,807
-473
-8% -$29.3K ﹤0.01% 2033
2018
Q2 		$416K Buy
6,280
+25
+0.4% +$1.52K ﹤0.01% 1884
2018
Q1 		$329K Sell
6,255
-3,447
-36% -$194K ﹤0.01% 2000
2017
Q4 		$619K Buy
9,702
+127
+1% +$8.04K ﹤0.01% 1540
2017
Q3 		$542K Sell
9,575
-359
-4% -$19.3K ﹤0.01% 1559
2017
Q2 		$489K Sell
9,934
-175
-2% -$8.66K ﹤0.01% 1587
2017
Q1 		$487K Buy
10,109
+725
+8% +$35.7K ﹤0.01% 1521
2016
Q4 		$525K Hold
9,384
– – ﹤0.01% 1385
2016
Q3 		$410K Buy
+9,384
New +$390K ﹤0.01% 1497

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
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

Commonwealth Equity Services's HTO Position: Q2 2026 in Review

Commonwealth Equity Services reduced its H2O America (HTO) stake by 1% in Q2 2026, selling an estimated $16.2K and leaving 27,673 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

Commonwealth Equity Services first reported a position in HTO in Q3 2016 and has held it in 16 quarters since. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Commonwealth Equity Services held 27,673 shares of H2O America worth $1.68M as of Q2 2026.
  • Commonwealth Equity Services sold 280 H2O America shares in Q2 2026, an estimated $16.2K.
  • H2O America made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2280 holding.
  • Commonwealth Equity Services first reported a position in H2O America in Q3 2016 and has held it in 16 quarters since.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.