GRP
HTO

Global Retirement Partners’s H2O America HTO Stock Holding History

Global Retirement Partners’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 		$103K Buy
+1,687
New +$97.8K ﹤0.01% 2050
2025
Q4 		$82.6K Hold
1,687
– – ﹤0.01% 2032
2025
Q3 		$82.2K Hold
1,687
– – ﹤0.01% 1608
2025
Q2 		$87.7K Buy
+1,687
New +$89.7K ﹤0.01% 1496
2024
Q4 		$83K Sell
1,687
-259
-13% -$14.3K ﹤0.01% 1368
2024
Q3 		$113K Sell
1,946
-3
-0.2% -$176 ﹤0.01% 1184
2024
Q2 		$106K Buy
1,949
+355
+22% +$19.4K ﹤0.01% 1164
2024
Q1 		$90.2K Hold
1,594
– – ﹤0.01% 1131
2023
Q4 		$101K Sell
1,594
-218
-12% -$13.8K ﹤0.01% 1038
2023
Q3 		$107K Buy
1,812
+83
+5% +$5.57K 0.01% 908
2023
Q2 		$121K Hold
1,729
– – 0.01% 862
2023
Q1 		$131K Buy
+1,729
New +$134K 0.01% 825

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

Global Retirement Partners's HTO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in H2O America (HTO) in Q2 2026: 1,687 shares worth $103K. The stake represents ﹤0.01% of the portfolio and ranks #2050 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in HTO as recently as Q4 2025.

Global Retirement Partners first reported a position in HTO in Q1 2023 and has held it in 12 quarters since. The position peaked at $131K in Q1 2023. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Global Retirement Partners held 1,687 shares of H2O America worth $103K as of Q2 2026.
  • H2O America was a new Global Retirement Partners position in Q2 2026.
  • H2O America made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2050 holding.
  • Global Retirement Partners first reported a position in H2O America in Q1 2023 and has held it in 12 quarters since.
  • Global Retirement Partners's H2O America position peaked at $131K in Q1 2023.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.