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
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 $5.72T 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 $70.8B AUM 21.68% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

HFM Investment Advisors's HTO Position: Q1 2026 in Review

HFM Investment Advisors held its H2O America (HTO) position steady in Q1 2026 at 2 shares worth $117. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

HFM Investment Advisors first reported a position in HTO in Q1 2025 and has held it in 5 quarters since. 312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • HFM Investment Advisors held 2 shares of H2O America worth $117 as of Q1 2026.
  • HFM Investment Advisors left its H2O America share count unchanged in Q1 2026.
  • H2O America made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #1100 holding.
  • HFM Investment Advisors first reported a position in H2O America in Q1 2025 and has held it in 5 quarters since.
  • 312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.