EP
HTO

Essential Partners’s H2O America HTO Stock Holding History

Essential Partners’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 		$21.1K Sell
348
-1,849
-84% -$107K 0.01% 881
2026
Q1 		$129K Sell
2,197
-228
-9% -$12.4K 0.04% 366
2025
Q4 		$119K Buy
2,425
+516
+27% +$24.7K 0.04% 407
2025
Q3 		$93K Buy
1,909
+1,870
+4,795% +$93.4K 0.03% 446
2025
Q2 		$2.03K Buy
+39
New +$2.07K ﹤0.01% 1317

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

Essential Partners's HTO Position: Q2 2026 in Review

Essential Partners reduced its H2O America (HTO) stake by 84% in Q2 2026, selling an estimated $107K and leaving 348 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #881.

Essential Partners first reported a position in HTO in Q2 2025 and has held it in 5 quarters since. The position peaked at $129K in Q1 2026. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Essential Partners held 348 shares of H2O America worth $21.1K as of Q2 2026.
  • Essential Partners sold 1,849 H2O America shares in Q2 2026, an estimated $107K.
  • H2O America made up 0.01% of Essential Partners's portfolio in Q2 2026, its #881 holding.
  • Essential Partners first reported a position in H2O America in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's H2O America position peaked at $129K in Q1 2026.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.