GT
HTO

Greenleaf Trust’s H2O America HTO Stock Holding History

Greenleaf Trust’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 		$207K Buy
+3,400
New +$197K ﹤0.01% 831

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

Greenleaf Trust's HTO Position: Q2 2026 in Review

Greenleaf Trust opened a new position in H2O America (HTO) in Q2 2026: 3,400 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #831 among its holdings.

314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Greenleaf Trust held 3,400 shares of H2O America worth $207K as of Q2 2026.
  • H2O America was a new Greenleaf Trust position in Q2 2026.
  • H2O America made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #831 holding.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.