EI
HTO

Ellevest Inc’s H2O America HTO Stock Holding History

Ellevest Inc’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 		$307K Buy
5,239
+649
+14% +$35.3K 0.04% 321
2025
Q4 		$225K Buy
+4,590
New +$220K 0.03% 388
2024
Q2 		– Sell
-5,167
Closed -$292K – 423
2024
Q1 		$292K Sell
5,167
-3,011
-37% -$179K 0.02% 314
2023
Q4 		$534K Buy
8,178
+1,744
+27% +$111K 0.04% 169
2023
Q3 		$387K Buy
6,434
+2,119
+49% +$142K 0.03% 207
2023
Q2 		$303K Buy
4,315
+212
+5% +$16K 0.02% 271
2023
Q1 		$312K Buy
4,103
+3,679
+868% +$284K 0.02% 227
2022
Q4 		$34.4K Buy
424
+198
+88% +$14.2K ﹤0.01% 714
2022
Q3 		$13K Sell
226
-12
-5% -$773 ﹤0.01% 933
2022
Q2 		$15K Buy
238
+101
+74% +$6.25K ﹤0.01% 808
2022
Q1 		$10K Sell
137
-51
-27% -$3.43K ﹤0.01% 895
2021
Q4 		$14K Sell
188
-76
-29% -$5.28K ﹤0.01% 787
2021
Q3 		$17K Sell
264
-497
-65% -$33.6K ﹤0.01% 707
2021
Q2 		$48K Sell
761
-1,179
-61% -$76.3K ﹤0.01% 484
2021
Q1 		$122K Sell
1,940
-274
-12% -$17.9K 0.01% 312
2020
Q4 		$154K Buy
2,214
+385
+21% +$25K 0.02% 219
2020
Q3 		$111K Buy
1,829
+569
+45% +$36K 0.02% 234
2020
Q2 		$78K Buy
1,260
+1,108
+729% +$66.5K 0.02% 271
2020
Q1 		$9K Buy
+152
New +$10.2K ﹤0.01% 571

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

Ellevest Inc's HTO Position: Q1 2026 in Review

Ellevest Inc increased its H2O America (HTO) stake by 14% in Q1 2026, buying an estimated $35.3K and bringing the position to 5,239 shares worth $307K. The position accounts for 0.04% of the portfolio, ranked #321.

Ellevest Inc first reported a position in HTO in Q1 2020 and has held it in 19 quarters since. The position peaked at $534K in Q4 2023. 312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • Ellevest Inc held 5,239 shares of H2O America worth $307K as of Q1 2026.
  • Ellevest Inc bought 649 H2O America shares in Q1 2026, an estimated $35.3K.
  • H2O America made up 0.04% of Ellevest Inc's portfolio in Q1 2026, its #321 holding.
  • Ellevest Inc first reported a position in H2O America in Q1 2020 and has held it in 19 quarters since.
  • Ellevest Inc's H2O America position peaked at $534K in Q4 2023.
  • 312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.