EWA
HTO

EverSource Wealth Advisors’s H2O America HTO Stock Holding History

EverSource 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 		$45.8K Sell
754
-157
-17% -$9.1K ﹤0.01% 1833
2026
Q1 		$53.4K Buy
911
+394
+76% +$21.4K ﹤0.01% 1828
2025
Q4 		$25.3K Sell
517
-306
-37% -$14.7K ﹤0.01% 2228
2025
Q3 		$40.1K Buy
823
+289
+54% +$14.4K ﹤0.01% 1860
2025
Q2 		$27.8K Buy
534
+355
+198% +$18.9K ﹤0.01% 2033
2025
Q1 		$9.79K Buy
179
+94
+111% +$4.81K ﹤0.01% 2119
2024
Q4 		$4.18K Buy
85
+74
+673% +$4.08K ﹤0.01% 2426
2024
Q3 		$639 Hold
11
– – ﹤0.01% 2816
2024
Q2 		$667 Buy
+11
New +$602 ﹤0.01% 2824

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 $3.38T AUM 44.17% 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

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

EverSource Wealth Advisors reduced its H2O America (HTO) stake by 17% in Q2 2026, selling an estimated $9.1K and leaving 754 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

EverSource Wealth Advisors first reported a position in HTO in Q2 2024 and has held it in 9 quarters since. The position peaked at $53.4K in Q1 2026. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • EverSource Wealth Advisors held 754 shares of H2O America worth $45.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 157 H2O America shares in Q2 2026, an estimated $9.1K.
  • H2O America made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1833 holding.
  • EverSource Wealth Advisors first reported a position in H2O America in Q2 2024 and has held it in 9 quarters since.
  • EverSource Wealth Advisors's H2O America position peaked at $53.4K in Q1 2026.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.