CFD
HTO

Creative Financial Designs’s H2O America HTO Stock Holding History

Creative Financial Designs’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 		$176 Sell
3
-6
-67% -$327 ﹤0.01% 2107
2025
Q4 		$441 Sell
9
-2,041
-100% -$97.9K ﹤0.01% 1923
2025
Q3 		$99.8K Sell
2,050
-216
-10% -$10.8K 0.01% 649
2025
Q2 		$118K Buy
2,266
+16
+0.7% +$851 0.01% 628
2025
Q1 		$123K Buy
2,250
+71
+3% +$3.63K 0.01% 557
2024
Q4 		$107K Sell
2,179
-893
-29% -$49.2K 0.01% 587
2024
Q3 		$179K Sell
3,072
-324
-10% -$19K 0.02% 478
2024
Q2 		$184K Buy
3,396
+495
+17% +$27.1K 0.02% 450
2024
Q1 		$164K Sell
2,901
-3,063
-51% -$182K 0.02% 469
2023
Q4 		$390K Buy
5,964
+198
+3% +$12.6K 0.04% 273
2023
Q3 		$347K Buy
5,766
+401
+7% +$26.9K 0.04% 264
2023
Q2 		$376K Sell
5,365
-4
-0.1% -$302 0.04% 248
2023
Q1 		$409K Sell
5,369
-124
-2% -$9.58K 0.05% 231
2022
Q4 		$446K Buy
5,493
+371
+7% +$26.5K 0.07% 208
2022
Q3 		$295K Buy
5,122
+251
+5% +$16.2K 0.05% 246
2022
Q2 		$304K Buy
4,871
+442
+10% +$27.3K 0.05% 246
2022
Q1 		$308K Buy
4,429
+122
+3% +$8.21K 0.05% 242
2021
Q4 		$315K Buy
4,307
+263
+7% +$18.3K 0.05% 242
2021
Q3 		$267K Buy
4,044
+554
+16% +$37.4K 0.04% 261
2021
Q2 		$221K Buy
3,490
+274
+9% +$17.7K 0.04% 272
2021
Q1 		$203K Buy
3,216
+453
+16% +$29.6K 0.04% 268
2020
Q4 		$192K Buy
2,763
+240
+10% +$15.6K 0.04% 258
2020
Q3 		$154K Buy
2,523
+107
+4% +$6.77K 0.04% 275
2020
Q2 		$150K Buy
2,416
+1,796
+290% +$108K 0.05% 232
2020
Q1 		$36K Buy
+620
New +$41.7K 0.02% 253

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

Creative Financial Designs's HTO Position: Q1 2026 in Review

Creative Financial Designs reduced its H2O America (HTO) stake by 67% in Q1 2026, selling an estimated $327 and leaving 3 shares worth $176. The position accounts for ﹤0.01% of the portfolio, ranked #2107.

Creative Financial Designs first reported a position in HTO in Q1 2020 and has held it in 25 quarters since. The position peaked at $446K in Q4 2022. 312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • Creative Financial Designs held 3 shares of H2O America worth $176 as of Q1 2026.
  • Creative Financial Designs sold 6 H2O America shares in Q1 2026, an estimated $327.
  • H2O America made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #2107 holding.
  • Creative Financial Designs first reported a position in H2O America in Q1 2020 and has held it in 25 quarters since.
  • Creative Financial Designs's H2O America position peaked at $446K in Q4 2022.
  • 312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.