HighTower Advisors
HTO

HighTower Advisors’s H2O America HTO Stock Holding History

HighTower 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 		$356K Sell
5,851
-1,588
-21% -$92.1K ﹤0.01% 3063
2026
Q1 		$436K Buy
7,439
+954
+15% +$51.9K ﹤0.01% 2837
2025
Q4 		$318K Sell
6,485
-529
-8% -$25.4K ﹤0.01% 2999
2025
Q3 		$342K Buy
7,014
+277
+4% +$13.8K ﹤0.01% 2930
2025
Q2 		$350K Sell
6,737
-160
-2% -$8.51K ﹤0.01% 2796
2025
Q1 		$377K Buy
6,897
+2,467
+56% +$126K ﹤0.01% 2683
2024
Q4 		$218K Buy
4,430
+233
+6% +$12.8K ﹤0.01% 3136
2024
Q3 		$251K Buy
4,197
+139
+3% +$8.13K ﹤0.01% 2955
2024
Q2 		$221K Buy
4,058
+103
+3% +$5.63K ﹤0.01% 2963
2024
Q1 		$228K Sell
3,955
-1,990
-33% -$118K ﹤0.01% 2905
2023
Q4 		$401K Sell
5,945
-33
-0.6% -$2.09K ﹤0.01% 2483
2023
Q3 		$362K Buy
5,978
+654
+12% +$43.9K ﹤0.01% 2448
2023
Q2 		$373K Buy
5,324
+507
+11% +$38.3K ﹤0.01% 2400
2023
Q1 		$375K Buy
+4,817
New +$372K ﹤0.01% 2299
2017
Q4 		– Sell
-14,164
Closed -$803K – 2370
2017
Q3 		$803K Buy
+14,164
New +$762K 0.01% 1210

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

HighTower Advisors's HTO Position: Q2 2026 in Review

HighTower Advisors reduced its H2O America (HTO) stake by 21% in Q2 2026, selling an estimated $92.1K and leaving 5,851 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #3063.

HighTower Advisors first reported a position in HTO in Q3 2017 and has held it in 15 quarters since. The position peaked at $803K in Q3 2017. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • HighTower Advisors held 5,851 shares of H2O America worth $356K as of Q2 2026.
  • HighTower Advisors sold 1,588 H2O America shares in Q2 2026, an estimated $92.1K.
  • H2O America made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3063 holding.
  • HighTower Advisors first reported a position in H2O America in Q3 2017 and has held it in 15 quarters since.
  • HighTower Advisors's H2O America position peaked at $803K in Q3 2017.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.