Focus Partners Wealth
HTO

Focus Partners Wealth’s H2O America HTO Stock Holding History

Focus Partners Wealth’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 		$419K Buy
6,902
+2,783
+68% +$161K ﹤0.01% 2068
2026
Q1 		$237K Buy
+4,119
New +$224K ﹤0.01% 2311

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

Focus Partners Wealth's HTO Position: Q2 2026 in Review

Focus Partners Wealth increased its H2O America (HTO) stake by 68% in Q2 2026, buying an estimated $161K and bringing the position to 6,902 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #2068.

Focus Partners Wealth first reported a position in HTO in Q1 2026 and has held it in 2 quarters since. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Focus Partners Wealth held 6,902 shares of H2O America worth $419K as of Q2 2026.
  • Focus Partners Wealth bought 2,783 H2O America shares in Q2 2026, an estimated $161K.
  • H2O America made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2068 holding.
  • Focus Partners Wealth first reported a position in H2O America in Q1 2026 and has held it in 2 quarters since.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.