Creative Planning
HTO

Creative Planning’s H2O America HTO Stock Holding History

Creative Planning’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 		$876K Buy
14,420
+4,023
+39% +$233K ﹤0.01% 2756
2026
Q1 		$610K Buy
10,397
+663
+7% +$36.1K ﹤0.01% 2874
2025
Q4 		$477K Buy
9,734
+4,517
+87% +$217K ﹤0.01% 2883
2025
Q3 		$254K Sell
5,217
-6,845
-57% -$342K ﹤0.01% 3283
2025
Q2 		$627K Buy
12,062
+3,458
+40% +$184K ﹤0.01% 2261
2025
Q1 		$471K Sell
8,604
-710
-8% -$36.3K ﹤0.01% 2342
2024
Q4 		$458K Sell
9,314
-3,587
-28% -$198K ﹤0.01% 2308
2024
Q3 		$750K Buy
12,901
+1,028
+9% +$60.2K ﹤0.01% 1756
2024
Q2 		$644K Buy
11,873
+1,018
+9% +$55.7K ﹤0.01% 1748
2024
Q1 		$614K Sell
10,855
-1,238
-10% -$73.5K ﹤0.01% 1699
2023
Q4 		$790K Buy
12,093
+930
+8% +$59K ﹤0.01% 1380
2023
Q3 		$671K Buy
11,163
+730
+7% +$49K ﹤0.01% 1372
2023
Q2 		$731K Buy
10,433
+62
+0.6% +$4.68K ﹤0.01% 1301
2023
Q1 		$790K Buy
10,371
+649
+7% +$50.2K ﹤0.01% 1197
2022
Q4 		$789K Buy
9,722
+298
+3% +$21.3K ﹤0.01% 1155
2022
Q3 		$543K Buy
9,424
+339
+4% +$21.8K ﹤0.01% 1283
2022
Q2 		$567K Sell
9,085
-11
-0.1% -$680 ﹤0.01% 1252
2022
Q1 		$633K Buy
+9,096
New +$612K ﹤0.01% 1213
2020
Q4 		– Sell
-7,489
Closed -$456K – 2446
2020
Q3 		$456K Buy
+7,489
New +$474K ﹤0.01% 1181
2020
Q1 		– Sell
-2,848
Closed -$202K – 2059
2019
Q4 		$202K Sell
2,848
-1,089
-28% -$77K ﹤0.01% 1633
2019
Q3 		$269K Buy
+3,937
New +$259K ﹤0.01% 1429
2014
Q1 		– Sell
-500
Closed -$15K – 3740
2013
Q4 		$15K Buy
+500
New +$14.1K ﹤0.01% 2360

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

Creative Planning's HTO Position: Q2 2026 in Review

Creative Planning increased its H2O America (HTO) stake by 39% in Q2 2026, buying an estimated $233K and bringing the position to 14,420 shares worth $876K. The position accounts for ﹤0.01% of the portfolio, ranked #2756.

Creative Planning first reported a position in HTO in Q4 2013 and has held it in 22 quarters since. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Creative Planning held 14,420 shares of H2O America worth $876K as of Q2 2026.
  • Creative Planning bought 4,023 H2O America shares in Q2 2026, an estimated $233K.
  • H2O America made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2756 holding.
  • Creative Planning first reported a position in H2O America in Q4 2013 and has held it in 22 quarters since.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.