HNW
HTO

High Note Wealth’s H2O America HTO Stock Holding History

High Note Wealth’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 		$4.52K Buy
+77
New +$4.19K ﹤0.01% 581
2025
Q4 		– Sell
-102
Closed -$4.97K – 976
2025
Q3 		$4.97K Buy
102
+10
+11% +$499 ﹤0.01% 467
2025
Q2 		$4.78K Buy
+92
New +$4.89K ﹤0.01% 437

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

High Note Wealth's HTO Position: Q1 2026 in Review

High Note Wealth opened a new position in H2O America (HTO) in Q1 2026: 77 shares worth $4.52K. The stake represents ﹤0.01% of the portfolio and ranks #581 among its holdings. This is a return to the name: High Note Wealth previously reported a position in HTO as recently as Q3 2025.

High Note Wealth first reported a position in HTO in Q2 2025 and has held it in 3 quarters since. The position peaked at $4.97K in Q3 2025. 312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • High Note Wealth held 77 shares of H2O America worth $4.52K as of Q1 2026.
  • H2O America was a new High Note Wealth position in Q1 2026.
  • H2O America made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #581 holding.
  • High Note Wealth first reported a position in H2O America in Q2 2025 and has held it in 3 quarters since.
  • High Note Wealth's H2O America position peaked at $4.97K in Q3 2025.
  • 312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.