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
Q2 		$446K Sell
7,343
-148
-2% -$8.58K 0.01% 214
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 $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 $3.37T AUM 44.26% 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

Gallagher Fiduciary Advisors's HTO Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its H2O America (HTO) stake by 2% in Q2 2026, selling an estimated $8.58K and leaving 7,343 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #214.

Gallagher Fiduciary Advisors first reported a position in HTO in Q2 2024 and has held it in 9 quarters since. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Gallagher Fiduciary Advisors held 7,343 shares of H2O America worth $446K as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 148 H2O America shares in Q2 2026, an estimated $8.58K.
  • H2O America made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #214 holding.
  • Gallagher Fiduciary Advisors first reported a position in H2O America in Q2 2024 and has held it in 9 quarters since.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.