HF
HTO

HRT Financial’s H2O America HTO Stock Holding History

HRT Financial’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 		$4.24M Sell
69,728
-43,424
-38% -$2.52M 0.01% 1249
2026
Q1 		$6.64M Buy
113,152
+82,999
+275% +$4.52M 0.02% 832
2025
Q4 		$1.48M Buy
30,153
+2,272
+8% +$109K ﹤0.01% 1493
2025
Q3 		$1.36M Buy
27,881
+2,165
+8% +$108K 0.01% 1364
2025
Q2 		$1.34M Buy
25,716
+6,462
+34% +$344K 0.01% 1121
2025
Q1 		$1.05M Buy
+19,254
New +$985K 0.01% 1094
2024
Q4 		– Sell
-27,518
Closed -$1.6M – 3147
2024
Q3 		$1.6M Buy
+27,518
New +$1.61M 0.01% 984
2024
Q1 		– Sell
-14,736
Closed -$962K – 3019
2023
Q4 		$962K Buy
+14,736
New +$935K 0.01% 1007
2023
Q1 		– Sell
-46,654
Closed -$3.79M – 3132
2022
Q4 		$3.79M Buy
46,654
+26,863
+136% +$1.92M 0.05% 344
2022
Q3 		$1.14M Buy
+19,791
New +$1.27M 0.01% 842
2022
Q2 		– Sell
-40,028
Closed -$2.79M – 3654
2022
Q1 		$2.79M Buy
40,028
+13,509
+51% +$909K 0.02% 487
2021
Q4 		$1.94M Buy
26,519
+15,401
+139% +$1.07M 0.01% 677
2021
Q3 		$734K Buy
+11,118
New +$751K ﹤0.01% 1664
2021
Q2 		– Sell
-9,893
Closed -$623K – 3462
2021
Q1 		$623K Buy
+9,893
New +$646K 0.01% 1617
2020
Q4 		– Sell
-5,237
Closed -$318K – 2405
2020
Q3 		$318K Buy
+5,237
New +$331K 0.01% 1110

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

HRT Financial's HTO Position: Q2 2026 in Review

HRT Financial reduced its H2O America (HTO) stake by 38% in Q2 2026, selling an estimated $2.52M and leaving 69,728 shares worth $4.24M. The position accounts for 0.01% of the portfolio, ranked #1249.

HRT Financial first reported a position in HTO in Q3 2020 and has held it in 15 quarters since. The position peaked at $6.64M in Q1 2026. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • HRT Financial held 69,728 shares of H2O America worth $4.24M as of Q2 2026.
  • HRT Financial sold 43,424 H2O America shares in Q2 2026, an estimated $2.52M.
  • H2O America made up 0.01% of HRT Financial's portfolio in Q2 2026, its #1249 holding.
  • HRT Financial first reported a position in H2O America in Q3 2020 and has held it in 15 quarters since.
  • HRT Financial's H2O America position peaked at $6.64M in Q1 2026.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.