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
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 $5.72T AUM 30.48% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Corient Private Wealth's HTO Position: Q1 2026 in Review

Corient Private Wealth opened a new position in H2O America (HTO) in Q1 2026: 15,460 shares worth $907K. The stake represents ﹤0.01% of the portfolio and ranks #1710 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in HTO as recently as Q4 2023.

Corient Private Wealth first reported a position in HTO in Q2 2023 and has held it in 4 quarters since. 312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • Corient Private Wealth held 15,460 shares of H2O America worth $907K as of Q1 2026.
  • H2O America was a new Corient Private Wealth position in Q1 2026.
  • H2O America made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1710 holding.
  • Corient Private Wealth first reported a position in H2O America in Q2 2023 and has held it in 4 quarters since.
  • 312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.