Financial Gravity Asset Management’s H2O America HTO Stock Holding History

Financial Gravity Asset Management’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 Q1	$117	Buy	+2	New	+$109	﹤0.01%	865
2025 Q1	$219	Buy	+4	New	+$205	﹤0.01%	969
2024 Q1	–	Hold	0	–	–	–	1147
2023 Q4	–	Hold	0	–	–	–	1287
2019 Q4	$82K	Hold	166	–	–	0.06%	414
2019 Q3	$11K	Sell	166 -131	-44%	-$8.61K	0.01%	600
2019 Q2	$18K	Buy	297 +124	+72%	+$7.63K	0.01%	498
2019 Q1	$10K	Buy	+173	New	+$10.4K	0.01%	559
2018 Q3	$8K	Buy	133 +5	+4%	+$310	0.01%	628
2018 Q2	$8K	Buy	128 +26	+25%	+$1.58K	0.01%	624
2018 Q1	$6K	Buy	+102	New	+$5.73K	0.01%	690

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

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

SFM

Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Financial Gravity Asset Management's HTO Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in H2O America (HTO) in Q1 2026: 2 shares worth $117. The stake represents ﹤0.01% of the portfolio and ranks #865 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in HTO as recently as Q1 2025.

Financial Gravity Asset Management first reported a position in HTO in Q1 2018 and has held it in 9 quarters since. The position peaked at $82K in Q4 2019. 313 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

Financial Gravity Asset Management held 2 shares of H2O America worth $117 as of Q1 2026.
H2O America was a new Financial Gravity Asset Management position in Q1 2026.
H2O America made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #865 holding.
Financial Gravity Asset Management first reported a position in H2O America in Q1 2018 and has held it in 9 quarters since.
Financial Gravity Asset Management's H2O America position peaked at $82K in Q4 2019.
313 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.