IA
HTO

Inspire Advisors’s H2O America HTO Stock Holding History

Inspire 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 		– Sell
-7,488
Closed -$439K – 804
2026
Q1 		$439K Sell
7,488
-4,317
-37% -$235K 0.04% 390
2025
Q4 		$578K Sell
11,805
-7,320
-38% -$351K 0.05% 288
2025
Q3 		$931K Buy
19,125
+7,027
+58% +$351K 0.09% 178
2025
Q2 		$629K Buy
+12,098
New +$643K 0.07% 246
2024
Q4 		– Sell
-4,667
Closed -$271K – 456
2024
Q3 		$271K Hold
4,667
– – 0.03% 310
2024
Q2 		$253K Buy
+4,667
New +$255K 0.03% 291
2021
Q1 		– Sell
-153
Closed -$11K – 612
2020
Q4 		$11K Buy
+153
New +$9.95K ﹤0.01% 506

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

Inspire Advisors's HTO Position: Q2 2026 in Review

Inspire Advisors sold out of H2O America (HTO) in Q2 2026, closing a stake of 7,488 shares — an estimated $439K sold.

Inspire Advisors first reported a position in HTO in Q4 2020 and held it in 7 quarters. The position peaked at $931K in Q3 2025. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Inspire Advisors reported no remaining H2O America position as of Q2 2026 after selling out during the quarter.
  • Inspire Advisors sold 7,488 H2O America shares in Q2 2026, an estimated $439K.
  • Inspire Advisors first reported a position in H2O America in Q4 2020 and held it in 7 quarters.
  • Inspire Advisors's H2O America position peaked at $931K in Q3 2025.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

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