II
HTO

Inspire Investing’s H2O America HTO Stock Holding History

Inspire Investing’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 		$212K Sell
3,619
-598
-14% -$32.5K 0.01% 883
2025
Q4 		$207K Sell
4,217
-5,385
-56% -$258K 0.02% 832
2025
Q3 		$468K Buy
9,602
+4,293
+81% +$214K 0.05% 322
2025
Q2 		$276K Buy
+5,309
New +$282K 0.03% 793
2024
Q4 		– Sell
-5,324
Closed -$309K – 856
2024
Q3 		$309K Buy
+5,324
New +$312K 0.03% 759
2020
Q2 		– Sell
-187
Closed -$11K – 679
2020
Q1 		$11K Buy
+187
New +$12.6K ﹤0.01% 692
2018
Q1 		– Sell
-156
Closed -$10K – 614
2017
Q4 		$10K Buy
+156
New +$9.87K 0.01% 806

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

Inspire Investing's HTO Position: Q1 2026 in Review

Inspire Investing reduced its H2O America (HTO) stake by 14% in Q1 2026, selling an estimated $32.5K and leaving 3,619 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #883.

Inspire Investing first reported a position in HTO in Q4 2017 and has held it in 7 quarters since. The position peaked at $468K in Q3 2025. 312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • Inspire Investing held 3,619 shares of H2O America worth $212K as of Q1 2026.
  • Inspire Investing sold 598 H2O America shares in Q1 2026, an estimated $32.5K.
  • H2O America made up 0.01% of Inspire Investing's portfolio in Q1 2026, its #883 holding.
  • Inspire Investing first reported a position in H2O America in Q4 2017 and has held it in 7 quarters since.
  • Inspire Investing's H2O America position peaked at $468K in Q3 2025.
  • 312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Inspire Investing's 13F filing for Q1 2026, filed 23 Apr 2026.