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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
Q3 		$21.4K Hold
348
– – 0.01% 888
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

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Essential Partners's HTO Position: Q3 2026 in Review

Essential Partners held its H2O America (HTO) position steady in Q3 2026 at 348 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #888.

Essential Partners first reported a position in HTO in Q2 2025 and has held it in 6 quarters since. The position peaked at $129K in Q1 2026. 32 funds tracked by Wall St. Rank hold HTO as of Q3 2026.

  • Essential Partners held 348 shares of H2O America worth $21.4K as of Q3 2026.
  • Essential Partners left its H2O America share count unchanged in Q3 2026.
  • H2O America made up 0.01% of Essential Partners's portfolio in Q3 2026, its #888 holding.
  • Essential Partners first reported a position in H2O America in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's H2O America position peaked at $129K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held H2O America as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.