HIA
HTO

HFM Investment Advisors’s H2O America HTO Stock Holding History

HFM Investment 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 		$183 Buy
3
+1
+50% +$58 ﹤0.01% 1190
2026
Q1 		$117 Hold
2
– – ﹤0.01% 1100
2025
Q4 		$98 Hold
2
– – ﹤0.01% 1176
2025
Q3 		$97 Hold
2
– – ﹤0.01% 1161
2025
Q2 		$104 Buy
2
+1
+100% +$53 ﹤0.01% 1142
2025
Q1 		$55 Buy
+1
New +$51 ﹤0.01% 1033

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

HFM Investment Advisors's HTO Position: Q2 2026 in Review

HFM Investment Advisors increased its H2O America (HTO) stake by 50% in Q2 2026, buying an estimated $58 and bringing the position to 3 shares worth $183. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

HFM Investment Advisors first reported a position in HTO in Q1 2025 and has held it in 6 quarters since. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • HFM Investment Advisors held 3 shares of H2O America worth $183 as of Q2 2026.
  • HFM Investment Advisors bought 1 H2O America share in Q2 2026, an estimated $58.
  • H2O America made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1190 holding.
  • HFM Investment Advisors first reported a position in H2O America in Q1 2025 and has held it in 6 quarters since.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.