CFM
HTO

Compass Financial Management’s H2O America HTO Stock Holding History

Compass Financial 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 		$13.2K Buy
+217
New +$12.6K ﹤0.01% 994

Other funds holding HTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Compass Financial Management's HTO Position: Q2 2026 in Review

Compass Financial Management opened a new position in H2O America (HTO) in Q2 2026: 217 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #994 among its holdings.

295 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Compass Financial Management held 217 shares of H2O America worth $13.2K as of Q2 2026.
  • H2O America was a new Compass Financial Management position in Q2 2026.
  • H2O America made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #994 holding.
  • 295 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.