Financial Consulate’s H2O America HTO Stock Holding History

Financial Consulate’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	$669	Hold	11	–	–	﹤0.01%	1249
2026 Q1	$646	Hold	11	–	–	﹤0.01%	1188
2025 Q4	$539	Buy	+11	New	+$527	﹤0.01%	1147

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

Financial Consulate's HTO Position: Q2 2026 in Review

Financial Consulate held its H2O America (HTO) position steady in Q2 2026 at 11 shares worth $669. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Financial Consulate first reported a position in HTO in Q4 2025 and has held it in 3 quarters since. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

Financial Consulate held 11 shares of H2O America worth $669 as of Q2 2026.
Financial Consulate left its H2O America share count unchanged in Q2 2026.
H2O America made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1249 holding.
Financial Consulate first reported a position in H2O America in Q4 2025 and has held it in 3 quarters since.
315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.