Curio Wealth’s H2O America HTO Stock Holding History

Curio 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	–	Sell	-1	Closed	-$59	–	959
2026 Q1	$59	Buy	+1	New	+$54	﹤0.01%	1099

Other funds holding HTO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Curio Wealth's HTO Position: Q2 2026 in Review

Curio Wealth sold out of H2O America (HTO) in Q2 2026, closing a stake of 1 share — an estimated $59 sold.

Curio Wealth first reported a position in HTO in Q1 2026 and held it in 1 quarter. The position peaked at $59 in Q1 2026. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

Curio Wealth reported no remaining H2O America position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 H2O America share in Q2 2026, an estimated $59.
Curio Wealth first reported a position in H2O America in Q1 2026 and held it in 1 quarter.
Curio Wealth's H2O America position peaked at $59 in Q1 2026.
315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.