EWA
HTO

EP Wealth Advisors’s H2O America HTO Stock Holding History

EP Wealth Advisors’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 		$451K Buy
7,420
+207
+3% +$12K ﹤0.01% 1073
2026
Q1 		$423K Buy
7,213
+314
+5% +$17.1K ﹤0.01% 979
2025
Q4 		$338K Buy
+6,899
New +$331K ﹤0.01% 1069
2025
Q2 		$396K Sell
7,611
-88
-1% -$4.68K ﹤0.01% 885
2025
Q1 		$421K Buy
7,699
+98
+1% +$5.02K ﹤0.01% 766
2024
Q4 		$374K Buy
7,601
+70
+0.9% +$3.86K ﹤0.01% 781
2024
Q3 		$438K Sell
7,531
-500
-6% -$29.3K ﹤0.01% 730
2024
Q2 		$435K Sell
8,031
-500
-6% -$27.4K ﹤0.01% 565
2024
Q1 		$483K Buy
8,531
+1,750
+26% +$104K 0.01% 515
2023
Q4 		$443K Hold
6,781
– – 0.01% 513
2023
Q3 		$408K Sell
6,781
-2,098
-24% -$141K 0.01% 499
2023
Q2 		$475K Sell
8,879
-15,255
-63% -$1.15M 0.01% 474
2023
Q1 		$95.8K Buy
24,134
+17,953
+290% +$1.39M ﹤0.01% 598
2022
Q4 		$502K Buy
+6,181
New +$442K 0.01% 375
2022
Q3 		– Sell
-6,181
Closed -$386K – 587
2022
Q2 		$386K Hold
6,181
– – 0.01% 432
2022
Q1 		$430K Hold
6,181
– – 0.01% 409
2021
Q4 		$452K Hold
6,181
– – 0.01% 372
2021
Q3 		$408K Hold
6,181
– – 0.01% 371
2021
Q2 		$391K Hold
6,181
– – 0.01% 383
2021
Q1 		$389K Hold
6,181
– – 0.01% 361
2020
Q4 		$429K Buy
+6,181
New +$402K 0.02% 294

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

EP Wealth Advisors's HTO Position: Q2 2026 in Review

EP Wealth Advisors increased its H2O America (HTO) stake by 2.9% in Q2 2026, buying an estimated $12K and bringing the position to 7,420 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

EP Wealth Advisors first reported a position in HTO in Q4 2020 and has held it in 21 quarters since. The position peaked at $502K in Q4 2022. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • EP Wealth Advisors held 7,420 shares of H2O America worth $451K as of Q2 2026.
  • EP Wealth Advisors bought 207 H2O America shares in Q2 2026, an estimated $12K.
  • H2O America made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1073 holding.
  • EP Wealth Advisors first reported a position in H2O America in Q4 2020 and has held it in 21 quarters since.
  • EP Wealth Advisors's H2O America position peaked at $502K in Q4 2022.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.