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
Q2 		– Sell
-3
Closed -$176 – 2336
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 $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 $3.38T AUM 44.17% 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

Creative Financial Designs's HTO Position: Q2 2026 in Review

Creative Financial Designs sold out of H2O America (HTO) in Q2 2026, closing a stake of 3 shares — an estimated $176 sold.

Creative Financial Designs first reported a position in HTO in Q1 2020 and held it in 25 quarters. The position peaked at $446K in Q4 2022. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Creative Financial Designs reported no remaining H2O America position as of Q2 2026 after selling out during the quarter.
  • Creative Financial Designs sold 3 H2O America shares in Q2 2026, an estimated $176.
  • Creative Financial Designs first reported a position in H2O America in Q1 2020 and held it in 25 quarters.
  • Creative Financial Designs's H2O America position peaked at $446K in Q4 2022.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.