Corient Private Wealth
HTO

Corient Private Wealth’s H2O America HTO Stock Holding History

Corient Private Wealth’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 		$2.02M Buy
33,311
+17,851
+115% +$1.03M ﹤0.01% 1393
2026
Q1 		$907K Buy
+15,460
New +$842K ﹤0.01% 1710
2024
Q1 		– Sell
-3,440
Closed -$225K – 2355
2023
Q4 		$225K Sell
3,440
-87
-2% -$5.52K ﹤0.01% 2007
2023
Q3 		$212K Buy
3,527
+38
+1% +$2.55K ﹤0.01% 1893
2023
Q2 		$245K Buy
+3,489
New +$264K ﹤0.01% 1790

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

Corient Private Wealth's HTO Position: Q2 2026 in Review

Corient Private Wealth increased its H2O America (HTO) stake by 115% in Q2 2026, buying an estimated $1.03M and bringing the position to 33,311 shares worth $2.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Corient Private Wealth first reported a position in HTO in Q2 2023 and has held it in 5 quarters since. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Corient Private Wealth held 33,311 shares of H2O America worth $2.02M as of Q2 2026.
  • Corient Private Wealth bought 17,851 H2O America shares in Q2 2026, an estimated $1.03M.
  • H2O America made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1393 holding.
  • Corient Private Wealth first reported a position in H2O America in Q2 2023 and has held it in 5 quarters since.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.