Envestnet Asset Management’s H2O America HTO Stock Holding History

Envestnet Asset Management’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	$1.01M	Buy	+16,646	New	+$965K	﹤0.01%	3625
2023 Q3	–	Sell	-4,056	Closed	-$284K	–	4143
2023 Q2	$284K	Buy	+4,056	New	+$306K	﹤0.01%	3516
2020 Q4	–	Sell	-4,608	Closed	-$280K	–	3335
2020 Q3	$280K	Buy	4,608 +1,019	+28%	+$64.4K	﹤0.01%	2761
2020 Q2	$223K	Buy	+3,589	New	+$215K	﹤0.01%	2828
2020 Q1	–	Sell	-3,840	Closed	-$273K	–	3123
2019 Q4	$273K	Buy	3,840 +474	+14%	+$33.5K	﹤0.01%	2778
2019 Q3	$230K	Sell	3,366 -645	-16%	-$42.4K	﹤0.01%	2806
2019 Q2	$244K	Sell	4,011 -476	-11%	-$29.3K	﹤0.01%	2797
2019 Q1	$277K	Sell	4,487 -1,050	-19%	-$63K	﹤0.01%	2638
2018 Q4	$308K	Buy	+5,537	New	+$328K	﹤0.01%	2410
2014 Q2	–	Sell	-30	Closed	-$1K	–	2793
2014 Q1	$1K	Sell	30 -91	-75%	-$2.64K	﹤0.01%	2446
2013 Q4	$4K	Hold	121	–	–	﹤0.01%	2081
2013 Q3	$3K	Hold	121	–	–	﹤0.01%	2071
2013 Q2	$3K	Buy	+121	New	+$3.18K	﹤0.01%	2023

Other funds holding HTO

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 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 $3.37T AUM 44.26% 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

SFM

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

Envestnet Asset Management's HTO Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in H2O America (HTO) in Q2 2026: 16,646 shares worth $1.01M. The stake represents ﹤0.01% of the portfolio and ranks #3625 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in HTO as recently as Q2 2023.

Envestnet Asset Management first reported a position in HTO in Q2 2013 and has held it in 13 quarters since. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

Envestnet Asset Management held 16,646 shares of H2O America worth $1.01M as of Q2 2026.
H2O America was a new Envestnet Asset Management position in Q2 2026.
H2O America made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3625 holding.
Envestnet Asset Management first reported a position in H2O America in Q2 2013 and has held it in 13 quarters since.
314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.