HFS
HTO

Hughes Financial Services’s H2O America HTO Stock Holding History

Hughes Financial Services’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 		$52K Buy
855
+3
+0.4% +$174 0.01% 180
2026
Q1 		$50K Buy
852
+1
+0.1% +$54 0.01% 162
2025
Q4 		$41.7K Buy
851
+1
+0.1% +$48 0.01% 173
2025
Q3 		$39.7K Hold
850
– – 0.01% 175
2025
Q2 		$42.1K Sell
850
-10
-1% -$532 0.01% 162
2025
Q1 		$46.6K Buy
+860
New +$44K 0.01% 162

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

Hughes Financial Services's HTO Position: Q2 2026 in Review

Hughes Financial Services increased its H2O America (HTO) stake by 0.35% in Q2 2026, buying an estimated $174 and bringing the position to 855 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #180.

Hughes Financial Services 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.

  • Hughes Financial Services held 855 shares of H2O America worth $52K as of Q2 2026.
  • Hughes Financial Services bought 3 H2O America shares in Q2 2026, an estimated $174.
  • H2O America made up 0.01% of Hughes Financial Services's portfolio in Q2 2026, its #180 holding.
  • Hughes Financial Services 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 Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.