GFA
HTO

Gallagher Fiduciary Advisors’s H2O America HTO Stock Holding History

Gallagher Fiduciary 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
Q1 		$439K Sell
7,491
-761
-9% -$41.4K 0.02% 186
2025
Q4 		$404K Buy
8,252
+1,060
+15% +$50.8K 0.01% 222
2025
Q3 		$350K Sell
7,192
-358
-5% -$17.9K 0.01% 229
2025
Q2 		$392K Buy
7,550
+1,396
+23% +$74.2K 0.02% 212
2025
Q1 		$337K Buy
6,154
+670
+12% +$34.3K 0.01% 217
2024
Q4 		$270K Buy
5,484
+589
+12% +$32.4K 0.05% 231
2024
Q3 		$284K Buy
4,895
+1,187
+32% +$69.5K 0.06% 205
2024
Q2 		$201K Buy
+3,708
New +$203K 0.05% 239

Other funds holding HTO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
SFM
Soros Fund Management New York $7.29B AUM 30.69% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM